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Sowell Financial Services’s Yum China YUMC Stock Holding History

Sowell Financial Services’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
-4,314
Closed -$225K – 1103
2025
Q1 		$225K Buy
+4,314
New +$207K 0.01% 889
2023
Q2 		– Sell
-3,708
Closed -$235K – 848
2023
Q1 		$235K Buy
+3,708
New +$224K 0.02% 646
2021
Q2 		– Sell
-6,199
Closed -$384K – 2799
2021
Q1 		$384K Buy
6,199
+3,310
+115% +$198K 0.01% 744
2020
Q4 		$165K Buy
2,889
+52
+2% +$2.92K 0.01% 930
2020
Q3 		$150K Hold
2,837
– – 0.01% 829
2020
Q2 		$136K Buy
2,837
+6
+0.2% +$283 0.01% 867
2020
Q1 		$121K Sell
2,831
-1,913
-40% -$85.3K 0.01% 789
2019
Q4 		$228K Buy
4,744
+327
+7% +$14.5K 0.02% 667
2019
Q3 		$201K Buy
+4,417
New +$197K 0.02% 643
2017
Q1 		– Sell
-2,598
Closed -$69K – 575
2016
Q4 		$69K Buy
+2,598
New +$70.7K 0.02% 310

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $2.6B AUM 16.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

Sowell Financial Services's YUMC Position: Q2 2025 in Review

Sowell Financial Services sold out of Yum China (YUMC) in Q2 2025, closing a stake of 4,314 shares — an estimated $225K sold.

Sowell Financial Services first reported a position in YUMC in Q4 2016 and held it in 10 quarters. The position peaked at $384K in Q1 2021. 689 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Sowell Financial Services reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 4,314 Yum China shares in Q2 2025, an estimated $225K.
  • Sowell Financial Services first reported a position in Yum China in Q4 2016 and held it in 10 quarters.
  • Sowell Financial Services's Yum China position peaked at $384K in Q1 2021.
  • 689 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.