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Tortoise Investment Management’s Yum China YUMC Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-1,466
Closed -$62.9K – 1503
2025
Q3 		$62.9K Buy
1,466
+3
+0.2% +$136 0.01% 365
2025
Q2 		$65.4K Buy
1,463
+2
+0.1% +$89 0.01% 351
2025
Q1 		$76.1K Buy
1,461
+2
+0.1% +$96 0.01% 318
2024
Q4 		$70.3K Buy
1,459
+1
+0.1% +$47 0.01% 361
2024
Q3 		$65.6K Buy
1,458
+2
+0.1% +$67 0.01% 370
2024
Q2 		$44.9K Buy
1,456
+2
+0.1% +$73 0.01% 404
2024
Q1 		$57.9K Buy
1,454
+2
+0.1% +$79 0.01% 365
2023
Q4 		$61.6K Buy
1,452
+1
+0.1% +$47 0.01% 335
2023
Q3 		$80.8K Buy
1,451
+1
+0.1% +$56 0.01% 289
2023
Q2 		$81.9K Buy
1,450
+400
+38% +$24.1K 0.01% 297
2023
Q1 		$66.6K Hold
1,050
– – 0.01% 306
2022
Q4 		$57.4K Hold
1,050
– – 0.01% 317
2022
Q3 		$50K Hold
1,050
– – 0.01% 313
2022
Q2 		$51K Hold
1,050
– – 0.01% 301
2022
Q1 		$44K Hold
1,050
– – 0.01% 326
2021
Q4 		$52K Hold
1,050
– – 0.01% 292
2021
Q3 		$61K Hold
1,050
– – 0.01% 254
2021
Q2 		$70K Hold
1,050
– – 0.01% 232
2021
Q1 		$62K Hold
1,050
– – 0.01% 236
2020
Q4 		$60K Hold
1,050
– – 0.01% 224
2020
Q3 		$56K Hold
1,050
– – 0.01% 221
2020
Q2 		$50K Hold
1,050
– – 0.01% 219
2020
Q1 		$45K Hold
1,050
– – 0.01% 228
2019
Q4 		$50K Sell
1,050
-220
-17% -$9.78K 0.01% 246
2019
Q3 		$58K Hold
1,270
– – 0.02% 227
2019
Q2 		$59K Hold
1,270
– – 0.01% 239
2019
Q1 		$57K Hold
1,270
– – 0.01% 235
2018
Q4 		$43K Hold
1,270
– – 0.01% 248
2018
Q3 		$45K Hold
1,270
– – 0.01% 256
2018
Q2 		$49K Hold
1,270
– – 0.01% 248
2018
Q1 		$53K Hold
1,270
– – 0.01% 236
2017
Q4 		$51K Buy
1,270
+220
+21% +$9.05K 0.01% 242
2017
Q3 		$42K Hold
1,050
– – 0.01% 245
2017
Q2 		$41K Hold
1,050
– – 0.01% 240
2017
Q1 		$29K Hold
1,050
– – 0.01% 245
2016
Q4 		$27K Buy
+1,050
New +$28.6K 0.01% 245

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's YUMC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Yum China (YUMC) in Q4 2025, closing a stake of 1,466 shares — an estimated $62.9K sold.

Tortoise Investment Management first reported a position in YUMC in Q4 2016 and held it in 36 quarters. The position peaked at $81.9K in Q2 2023. 673 funds tracked by Wall St. Rank hold YUMC as of Q4 2025.

  • Tortoise Investment Management reported no remaining Yum China position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,466 Yum China shares in Q4 2025, an estimated $62.9K.
  • Tortoise Investment Management first reported a position in Yum China in Q4 2016 and held it in 36 quarters.
  • Tortoise Investment Management's Yum China position peaked at $81.9K in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Yum China as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.