McKinley Capital Management’s Yum China YUMC Stock Holding History

McKinley 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 Q4	–	Sell	-51,329	Closed	-$2.89M	–	177
2023 Q3	$2.89M	Sell	51,329 -3,900	-7%	-$218K	0.41%	79
2023 Q2	$3.11M	Sell	55,229 -8,300	-13%	-$501K	0.42%	78
2023 Q1	$4M	Sell	63,529 -85,775	-57%	-$5.18M	0.53%	69
2022 Q4	$8.39M	Buy	+149,304	New	+$7.59M	1.12%	22
2021 Q4	–	Sell	-3,500	Closed	-$203K	–	188
2021 Q3	$203K	Sell	3,500 -3,040	-46%	-$187K	0.02%	175
2021 Q2	$433K	Sell	6,540 -1,230	-16%	-$78.4K	0.03%	170
2021 Q1	$460K	Hold	7,770	–	–	0.03%	175
2020 Q4	$444K	Sell	7,770 -2,675	-26%	-$150K	0.03%	179
2020 Q3	$553K	Sell	10,445 -78,040	-88%	-$4.13M	0.04%	168
2020 Q2	$4.25M	Sell	88,485 -191,057	-68%	-$9.01M	0.29%	78
2020 Q1	$11.9M	Buy	279,542 +130,799	+88%	+$5.83M	0.96%	37
2019 Q4	$7.14M	Sell	148,743 -165,852	-53%	-$7.37M	0.47%	57
2019 Q3	$14.3M	Buy	314,595 +259,336	+469%	+$11.6M	1.07%	40
2019 Q2	$2.55M	Buy	+55,259	New	+$2.4M	0.16%	103

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return