MIS
YUMC icon

Morningstar Investment Services’s Yum China YUMC Stock Holding History

Morningstar Investment Services’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
Q1 		$853K Sell
16,387
-16,878
-51% -$810K 0.16% 101
2024
Q4 		$1.6M Sell
33,265
-377,065
-92% -$17.9M 0.15% 103
2024
Q3 		$18.6M Buy
410,330
+137,686
+51% +$4.58M 0.19% 107
2024
Q2 		$8.54M Sell
272,644
-1,508
-0.6% -$55.2K 0.09% 129
2024
Q1 		$10.7M Sell
274,152
-153,935
-36% -$6.08M 0.12% 123
2023
Q4 		$18.1M Buy
428,087
+214,668
+101% +$9.99M 0.1% 125
2023
Q3 		$11.8M Buy
213,419
+46,764
+28% +$2.62M 0.15% 113
2023
Q2 		$9.4M Buy
166,655
+34,386
+26% +$2.07M 0.12% 124
2023
Q1 		$8.3M Buy
132,269
+3,688
+3% +$223K 0.11% 124
2022
Q4 		$7.44M Sell
128,581
-3,731
-3% -$190K 0.1% 124
2022
Q3 		$5.48M Sell
132,312
-58,381
-31% -$2.8M 0.08% 126
2022
Q2 		$9.09M Buy
190,693
+21,759
+13% +$916K 0.12% 111
2022
Q1 		$7.38M Buy
168,934
+109,242
+183% +$5.15M 0.08% 128
2021
Q4 		$3.49M Hold
59,692
– – 0.04% 146
2021
Q3 		$3.49M Buy
59,692
+7,198
+14% +$443K 0.04% 142
2021
Q2 		$3.46M Sell
52,494
-45,312
-46% -$2.89M 0.04% 142
2021
Q1 		$5.73M Buy
97,806
+93,750
+2,311% +$5.6M 0.07% 145
2020
Q4 		$232K Hold
4,056
– – ﹤0.01% 189
2020
Q3 		$209K Sell
4,056
-125
-3% -$6.62K ﹤0.01% 195
2020
Q2 		$205K Sell
4,181
-744
-15% -$35.1K ﹤0.01% 194
2020
Q1 		$208K Buy
+4,925
New +$220K ﹤0.01% 195

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Morningstar Investment Services's YUMC Position: Q1 2025 in Review

Morningstar Investment Services reduced its Yum China (YUMC) stake by 51% in Q1 2025, selling an estimated $810K and leaving 16,387 shares worth $853K. The position accounts for 0.16% of the portfolio, ranked #101.

Morningstar Investment Services first reported a position in YUMC in Q1 2020 and has held it in 21 quarters since. The position peaked at $18.6M in Q3 2024. 734 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

  • Morningstar Investment Services held 16,387 shares of Yum China worth $853K as of Q1 2025.
  • Morningstar Investment Services sold 16,878 Yum China shares in Q1 2025, an estimated $810K.
  • Yum China made up 0.16% of Morningstar Investment Services's portfolio in Q1 2025, its #101 holding.
  • Morningstar Investment Services first reported a position in Yum China in Q1 2020 and has held it in 21 quarters since.
  • Morningstar Investment Services's Yum China position peaked at $18.6M in Q3 2024.
  • 734 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.