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McElhenny Sheffield Capital Management’s Yum China YUMC Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,379
Closed -$130K – 636
2022
Q4 		$130K Buy
+2,379
New +$121K 0.06% 109

Other funds holding YUMC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McElhenny Sheffield Capital Management's YUMC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Yum China (YUMC) in Q1 2023, closing a stake of 2,379 shares — an estimated $130K sold.

McElhenny Sheffield Capital Management first reported a position in YUMC in Q4 2022 and held it in 1 quarter. The position peaked at $130K in Q4 2022. 744 funds tracked by Wall St. Rank hold YUMC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Yum China position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 2,379 Yum China shares in Q1 2023, an estimated $130K.
  • McElhenny Sheffield Capital Management first reported a position in Yum China in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Yum China position peaked at $130K in Q4 2022.
  • 744 funds tracked by Wall St. Rank held Yum China as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.