Orion Portfolio Solutions’s Yum China YUMC Stock Holding History

Orion Portfolio Solutions’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	$1.79M	Sell	34,443 -1,675	-5%	-$80.4K	0.02%	769
2024 Q4	$1.74M	Buy	36,118 +24,274	+205%	+$1.15M	0.02%	766
2024 Q3	$533K	Buy	+11,844	New	+$394K	0.01%	1313
2024 Q1	–	Sell	-13,515	Closed	-$546K	–	1761
2023 Q4	$546K	Sell	13,515 -17,152	-56%	-$798K	0.01%	1174
2023 Q3	$1.71M	Sell	30,667 -1,118	-4%	-$62.6K	0.02%	687
2023 Q2	$1.8M	Buy	31,785 +1,498	+5%	+$90.3K	0.02%	706
2023 Q1	$1.92M	Buy	+30,287	New	+$1.83M	0.02%	609
2020 Q3	–	Sell	-1,253	Closed	-$60K	–	2099
2020 Q2	$60K	Sell	1,253 -688	-35%	-$32.4K	﹤0.01%	664
2020 Q1	$83K	Buy	1,941 +221	+13%	+$9.86K	0.01%	481
2019 Q4	$83K	Buy	+1,720	New	+$76.4K	0.01%	448

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

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

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

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

Orion Portfolio Solutions's YUMC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Yum China (YUMC) stake by 4.6% in Q1 2025, selling an estimated $80.4K and leaving 34,443 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #769.

Orion Portfolio Solutions first reported a position in YUMC in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.92M in Q1 2023. 734 funds tracked by Wall St. Rank hold YUMC as of Q1 2025.

Orion Portfolio Solutions held 34,443 shares of Yum China worth $1.79M as of Q1 2025.
Orion Portfolio Solutions sold 1,675 Yum China shares in Q1 2025, an estimated $80.4K.
Yum China made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #769 holding.
Orion Portfolio Solutions first reported a position in Yum China in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Yum China position peaked at $1.92M in Q1 2023.
734 funds tracked by Wall St. Rank held Yum China as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.