Sugarloaf Wealth Management’s Yum China YUMC Stock Holding History

Sugarloaf 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
2024 Q4	$2.75K	Hold	57	–	–	﹤0.01%	615
2024 Q3	$2.57K	Hold	57	–	–	﹤0.01%	606
2024 Q2	$1.76K	Hold	57	–	–	﹤0.01%	594
2024 Q1	$2.27K	Hold	57	–	–	﹤0.01%	587
2023 Q4	$2.42K	Hold	57	–	–	﹤0.01%	594
2023 Q3	$3.18K	Hold	57	–	–	﹤0.01%	569
2023 Q2	$3.22K	Hold	57	–	–	﹤0.01%	582
2023 Q1	$3.61K	Hold	57	–	–	﹤0.01%	574
2022 Q4	$3.12K	Hold	57	–	–	﹤0.01%	631
2022 Q3	$3K	Hold	57	–	–	﹤0.01%	692
2022 Q2	$3K	Hold	57	–	–	﹤0.01%	681
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	660
2021 Q4	$3K	Hold	57	–	–	﹤0.01%	658
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	670
2021 Q2	$4K	Hold	57	–	–	﹤0.01%	634
2021 Q1	$3	Hold	57	–	–	﹤0.01%	654
2020 Q4	$3K	Hold	57	–	–	﹤0.01%	618
2020 Q3	$3K	Hold	57	–	–	﹤0.01%	596
2020 Q2	$3K	Hold	57	–	–	﹤0.01%	589
2020 Q1	$2K	Hold	57	–	–	﹤0.01%	624
2019 Q4	$3K	Buy	+57	New	+$2.53K	﹤0.01%	619

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

Sugarloaf Wealth Management's YUMC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Yum China (YUMC) position steady in Q4 2024 at 57 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Sugarloaf Wealth Management first reported a position in YUMC in Q4 2019 and has held it in 21 quarters since. The position peaked at $4K in Q2 2021. 715 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

Sugarloaf Wealth Management held 57 shares of Yum China worth $2.75K as of Q4 2024.
Sugarloaf Wealth Management left its Yum China share count unchanged in Q4 2024.
Yum China made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #615 holding.
Sugarloaf Wealth Management first reported a position in Yum China in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Yum China position peaked at $4K in Q2 2021.
715 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.