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Moody Lynn & Lieberson’s Yum China YUMC Stock Holding History

Moody Lynn & Lieberson’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
2025
Q2 		– Sell
-4,272
Closed -$222K – 269
2025
Q1 		$222K Hold
4,272
– – 0.01% 225
2024
Q4 		$206K Buy
+4,272
New +$203K 0.01% 237
2023
Q4 		– Sell
-4,433
Closed -$247K – 242
2023
Q3 		$247K Sell
4,433
-40
-0.9% -$2.24K 0.02% 187
2023
Q2 		$253K Hold
4,473
– – 0.02% 198
2023
Q1 		$284K Hold
4,473
– – 0.03% 191
2022
Q4 		$244K Hold
4,473
– – 0.02% 208
2022
Q3 		$212K Sell
4,473
-77
-2% -$3.7K 0.02% 207
2022
Q2 		$221K Buy
+4,550
New +$192K 0.02% 206
2022
Q1 		– Sell
-4,473
Closed -$223K – 259
2021
Q4 		$223K Hold
4,473
– – 0.02% 219
2021
Q3 		$260K Hold
4,473
– – 0.02% 205
2021
Q2 		$296K Hold
4,473
– – 0.02% 191
2021
Q1 		$265K Buy
4,473
+280
+7% +$16.7K 0.02% 200
2020
Q4 		$239K Hold
4,193
– – 0.02% 195
2020
Q3 		$222K Hold
4,193
– – 0.02% 186
2020
Q2 		$202K Buy
+4,193
New +$198K 0.02% 182
2018
Q4 		– Sell
-5,740
Closed -$202K – 217
2018
Q3 		$202K Hold
5,740
– – 0.02% 200
2018
Q2 		$221K Hold
5,740
– – 0.03% 200
2018
Q1 		$238K Sell
5,740
-250
-4% -$10.8K 0.03% 190
2017
Q4 		$280K Hold
5,990
– – 0.03% 197
2017
Q3 		$239K Buy
5,990
+150
+3% +$5.59K 0.03% 201
2017
Q2 		$230K Buy
+5,840
New +$211K 0.03% 204

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Moody Lynn & Lieberson's YUMC Position: Q2 2025 in Review

Moody Lynn & Lieberson sold out of Yum China (YUMC) in Q2 2025, closing a stake of 4,272 shares — an estimated $222K sold.

Moody Lynn & Lieberson first reported a position in YUMC in Q2 2017 and held it in 21 quarters. The position peaked at $296K in Q2 2021. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Moody Lynn & Lieberson reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 4,272 Yum China shares in Q2 2025, an estimated $222K.
  • Moody Lynn & Lieberson first reported a position in Yum China in Q2 2017 and held it in 21 quarters.
  • Moody Lynn & Lieberson's Yum China position peaked at $296K in Q2 2021.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2025, filed 17 Jul 2025.