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Olistico Wealth’s Yum China YUMC Stock Holding History

Olistico Wealth’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
-80
Closed -$3.85K – 355
2024
Q4 		$3.85K Hold
80
– – ﹤0.01% 276
2024
Q3 		$3.6K Hold
80
– – ﹤0.01% 278
2024
Q2 		$2.47K Buy
+80
New +$2.93K ﹤0.01% 283

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

Olistico Wealth's YUMC Position: Q1 2025 in Review

Olistico Wealth sold out of Yum China (YUMC) in Q1 2025, closing a stake of 80 shares — an estimated $3.85K sold.

Olistico Wealth first reported a position in YUMC in Q2 2024 and held it in 3 quarters. The position peaked at $3.85K in Q4 2024. 733 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

  • Olistico Wealth reported no remaining Yum China position as of Q1 2025 after selling out during the quarter.
  • Olistico Wealth sold 80 Yum China shares in Q1 2025, an estimated $3.85K.
  • Olistico Wealth first reported a position in Yum China in Q2 2024 and held it in 3 quarters.
  • Olistico Wealth's Yum China position peaked at $3.85K in Q4 2024.
  • 733 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Olistico Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.