Morningstar Investment Services’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $853K | Sell |
16,387
-16,878
| -51% | -$879K | 0.16% | 101 |
|
|
2024
Q4 | $1.6M | Sell |
33,265
-377,065
| -92% | -$18.2M | 0.15% | 103 |
|
|
2024
Q3 | $18.6M | Buy |
410,330
+137,686
| +51% | +$6.24M | 0.19% | 107 |
|
|
2024
Q2 | $8.54M | Sell |
272,644
-1,508
| -0.6% | -$47.2K | 0.09% | 129 |
|
|
2024
Q1 | $10.7M | Sell |
274,152
-153,935
| -36% | -$6M | 0.12% | 123 |
|
|
2023
Q4 | $18.1M | Buy |
428,087
+214,668
| +101% | +$9.08M | 0.1% | 125 |
|
|
2023
Q3 | $11.8M | Buy |
213,419
+46,764
| +28% | +$2.59M | 0.15% | 113 |
|
|
2023
Q2 | $9.4M | Buy |
166,655
+34,386
| +26% | +$1.94M | 0.12% | 124 |
|
|
2023
Q1 | $8.31M | Buy |
132,269
+3,688
| +3% | +$232K | 0.11% | 124 |
|
|
2022
Q4 | $7.44M | Sell |
128,581
-3,731
| -3% | -$216K | 0.1% | 124 |
|
|
2022
Q3 | $5.48M | Sell |
132,312
-58,381
| -31% | -$2.42M | 0.08% | 126 |
|
|
2022
Q2 | $9.09M | Buy |
190,693
+21,759
| +13% | +$1.04M | 0.12% | 111 |
|
|
2022
Q1 | $7.38M | Buy |
168,934
+109,242
| +183% | +$4.77M | 0.08% | 128 |
|
|
2021
Q4 | $3.49M | Hold |
59,692
| – | – | 0.04% | 146 |
|
|
2021
Q3 | $3.49M | Buy |
59,692
+7,198
| +14% | +$421K | 0.04% | 142 |
|
|
2021
Q2 | $3.46M | Sell |
52,494
-45,312
| -46% | -$2.99M | 0.04% | 142 |
|
|
2021
Q1 | $5.73M | Buy |
97,806
+93,750
| +2,311% | +$5.5M | 0.07% | 145 |
|
|
2020
Q4 | $232K | Hold |
4,056
| – | – | ﹤0.01% | 189 |
|
|
2020
Q3 | $209K | Sell |
4,056
-125
| -3% | -$6.44K | ﹤0.01% | 195 |
|
|
2020
Q2 | $205K | Sell |
4,181
-744
| -15% | -$36.5K | ﹤0.01% | 194 |
|
|
2020
Q1 | $208K | Buy |
+4,925
| New | +$208K | ﹤0.01% | 195 |
|