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Oak Ridge Investments’s Yum China YUMC Stock Holding History

Oak Ridge Investments’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 		– Sell
-15,372
Closed -$740K – 175
2024
Q4 		$740K Buy
15,372
+149
+1% +$7.07K 0.06% 128
2024
Q3 		$685K Sell
15,223
-170
-1% -$5.66K 0.06% 128
2024
Q2 		$475K Sell
15,393
-250
-2% -$9.15K 0.05% 135
2024
Q1 		$622K Sell
15,643
-1,195
-7% -$47.2K 0.06% 130
2023
Q4 		$714K Sell
16,838
-731
-4% -$34K 0.08% 130
2023
Q3 		$979K Sell
17,569
-900
-5% -$50.4K 0.12% 117
2023
Q2 		$1.04M Sell
18,469
-229
-1% -$13.8K 0.13% 123
2023
Q1 		$1.19M Buy
18,698
+619
+3% +$37.4K 0.16% 118
2022
Q4 		$988K Sell
18,079
-3
-0% -$153 0.15% 119
2022
Q3 		$856K Sell
18,082
-362
-2% -$17.4K 0.13% 129
2022
Q2 		$895K Sell
18,444
-110
-0.6% -$4.63K 0.13% 124
2022
Q1 		$771K Sell
18,554
-163
-0.9% -$7.68K 0.09% 135
2021
Q4 		$933K Sell
18,717
-690
-4% -$37.4K 0.08% 139
2021
Q3 		$1.13M Sell
19,407
-148
-0.8% -$9.1K 0.1% 135
2021
Q2 		$1.3M Buy
19,555
+96
+0.5% +$6.12K 0.11% 125
2021
Q1 		$1.15M Sell
19,459
-686
-3% -$41K 0.11% 124
2020
Q4 		$1.15M Sell
20,145
-327
-2% -$18.4K 0.1% 138
2020
Q3 		$1.08M Sell
20,472
-185
-0.9% -$9.79K 0.08% 134
2020
Q2 		$993K Sell
20,657
-112
-0.5% -$5.28K 0.08% 127
2020
Q1 		$885K Sell
20,769
-291
-1% -$13K 0.09% 122
2019
Q4 		$1.01M Sell
21,060
-1,287
-6% -$57.2K 0.07% 131
2019
Q3 		$1.01M Sell
22,347
-269
-1% -$12K 0.08% 130
2019
Q2 		$1.04M Buy
+22,616
New +$982K 0.07% 128

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $1.75B AUM 7.74% 1-Year Est. Return

Oak Ridge Investments's YUMC Position: Q1 2025 in Review

Oak Ridge Investments sold out of Yum China (YUMC) in Q1 2025, closing a stake of 15,372 shares — an estimated $740K sold.

Oak Ridge Investments first reported a position in YUMC in Q2 2019 and held it in 23 quarters. The position peaked at $1.3M in Q2 2021. 733 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

  • Oak Ridge Investments reported no remaining Yum China position as of Q1 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 15,372 Yum China shares in Q1 2025, an estimated $740K.
  • Oak Ridge Investments first reported a position in Yum China in Q2 2019 and held it in 23 quarters.
  • Oak Ridge Investments's Yum China position peaked at $1.3M in Q2 2021.
  • 733 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Oak Ridge Investments's 13F filing for Q1 2025, filed 13 May 2025.