RWM
YUMC icon

Ritholtz Wealth Management’s Yum China YUMC Stock Holding History

Ritholtz Wealth Management’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
Q2 		– Sell
-4,864
Closed -$253K – 1046
2025
Q1 		$253K Buy
+4,864
New +$233K 0.01% 795
2024
Q1 		– Sell
-9,478
Closed -$402K – 831
2023
Q4 		$402K Sell
9,478
-2,535
-21% -$118K 0.02% 534
2023
Q3 		$669K Buy
12,013
+2,084
+21% +$117K 0.03% 390
2023
Q2 		$561K Sell
9,929
-1,083
-10% -$65.3K 0.03% 407
2023
Q1 		$698K Buy
+11,012
New +$665K 0.03% 341

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Ritholtz Wealth Management's YUMC Position: Q2 2025 in Review

Ritholtz Wealth Management sold out of Yum China (YUMC) in Q2 2025, closing a stake of 4,864 shares — an estimated $253K sold.

Ritholtz Wealth Management first reported a position in YUMC in Q1 2023 and held it in 5 quarters. The position peaked at $698K in Q1 2023. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Ritholtz Wealth Management reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,864 Yum China shares in Q2 2025, an estimated $253K.
  • Ritholtz Wealth Management first reported a position in Yum China in Q1 2023 and held it in 5 quarters.
  • Ritholtz Wealth Management's Yum China position peaked at $698K in Q1 2023.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Ritholtz Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.