Operose Advisors’s Yum China YUMC Stock Holding History

Operose Advisors’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 Q4	–	Sell	-147	Closed	-$6.62K	–	651
2024 Q3	$6.62K	Hold	147	–	–	﹤0.01%	529
2024 Q2	$4.53K	Hold	147	–	–	﹤0.01%	502
2024 Q1	$5.85K	Hold	147	–	–	﹤0.01%	539
2023 Q4	$6.24K	Hold	147	–	–	﹤0.01%	513
2023 Q3	$8.19K	Buy	+147	New	+$8.22K	﹤0.01%	610

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Operose Advisors's YUMC Position: Q4 2024 in Review

Operose Advisors sold out of Yum China (YUMC) in Q4 2024, closing a stake of 147 shares — an estimated $6.62K sold.

Operose Advisors first reported a position in YUMC in Q3 2023 and held it in 5 quarters. The position peaked at $8.19K in Q3 2023. 715 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

Operose Advisors reported no remaining Yum China position as of Q4 2024 after selling out during the quarter.
Operose Advisors sold 147 Yum China shares in Q4 2024, an estimated $6.62K.
Operose Advisors first reported a position in Yum China in Q3 2023 and held it in 5 quarters.
Operose Advisors's Yum China position peaked at $8.19K in Q3 2023.
715 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.