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NewSquare Capital’s Yum China YUMC Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-290
Closed -$13K – 1273
2025
Q2 		$13K Buy
290
+228
+368% +$10.2K ﹤0.01% 586
2025
Q1 		$3.23K Buy
62
+2
+3% +$96 ﹤0.01% 769
2024
Q4 		$2.89K Buy
+60
New +$2.85K ﹤0.01% 456

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 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 $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NewSquare Capital's YUMC Position: Q3 2025 in Review

NewSquare Capital sold out of Yum China (YUMC) in Q3 2025, closing a stake of 290 shares — an estimated $13K sold.

NewSquare Capital first reported a position in YUMC in Q4 2024 and held it in 3 quarters. The position peaked at $13K in Q2 2025. 662 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

  • NewSquare Capital reported no remaining Yum China position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 290 Yum China shares in Q3 2025, an estimated $13K.
  • NewSquare Capital first reported a position in Yum China in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Yum China position peaked at $13K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.