Polen Capital Management’s Yum China YUMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-86,045
Closed -$4.48M 268
2025
Q1
$4.48M Buy
86,045
+47
+0.1% +$2.45K 0.01% 62
2024
Q4
$4.14M Sell
85,998
-124,857
-59% -$6.01M 0.01% 71
2024
Q3
$9.49M Buy
210,855
+9,490
+5% +$427K 0.02% 45
2024
Q2
$6.21M Sell
201,365
-105,720
-34% -$3.26M 0.02% 58
2024
Q1
$12.2M Buy
307,085
+35,719
+13% +$1.42M 0.03% 44
2023
Q4
$11.5M Buy
271,366
+60,539
+29% +$2.57M 0.03% 51
2023
Q3
$11.7M Sell
210,827
-9,624
-4% -$536K 0.03% 51
2023
Q2
$12.5M Buy
+220,451
New +$12.5M 0.03% 48