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Mowery & Schoenfeld Wealth Management’s Yum China YUMC Stock Holding History

Mowery & Schoenfeld Wealth 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
2024
Q2 		– Sell
-98
Closed -$3.9K – 220
2024
Q1 		$3.9K Hold
98
– – 0.01% 130
2023
Q4 		$4.16K Buy
+98
New +$4.56K 0.01% 134

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's YUMC Position: Q2 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Yum China (YUMC) in Q2 2024, closing a stake of 98 shares — an estimated $3.9K sold.

Mowery & Schoenfeld Wealth Management first reported a position in YUMC in Q4 2023 and held it in 2 quarters. The position peaked at $4.16K in Q4 2023. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 98 Yum China shares in Q2 2024, an estimated $3.9K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Yum China in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Yum China position peaked at $4.16K in Q4 2023.
  • 628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.