Toth Financial Advisory’s Yum China YUMC Stock Holding History

Toth Financial Advisory’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	–	Sell	-880	Closed	-$39.6K	–	760
2024 Q3	$39.6K	Hold	880	–	–	﹤0.01%	318
2024 Q2	$27.1K	Hold	880	–	–	﹤0.01%	362
2024 Q1	$35K	Sell	880 -586	-40%	-$23.1K	﹤0.01%	326
2023 Q4	$62.2K	Hold	1,466	–	–	0.01%	272
2023 Q3	$81.7K	Buy	+1,466	New	+$82K	0.01%	230
2022 Q1	–	Sell	-465	Closed	-$23K	–	820
2021 Q4	$23K	Hold	465	–	–	﹤0.01%	385
2021 Q3	$27K	Hold	465	–	–	﹤0.01%	364
2021 Q2	$31K	Hold	465	–	–	﹤0.01%	325
2021 Q1	$28K	Hold	465	–	–	﹤0.01%	343
2020 Q4	$27K	Hold	465	–	–	﹤0.01%	305
2020 Q3	$25K	Hold	465	–	–	﹤0.01%	288
2020 Q2	$22K	Hold	465	–	–	﹤0.01%	277
2020 Q1	$20K	Hold	465	–	–	0.01%	231
2019 Q4	$22K	Hold	465	–	–	﹤0.01%	252
2019 Q3	$21K	Hold	465	–	–	﹤0.01%	274
2019 Q2	$21K	Hold	465	–	–	﹤0.01%	276
2019 Q1	$21K	Hold	465	–	–	﹤0.01%	263
2018 Q4	$16K	Hold	465	–	–	﹤0.01%	259
2018 Q3	$16K	Hold	465	–	–	﹤0.01%	286
2018 Q2	$18K	Hold	465	–	–	﹤0.01%	279
2018 Q1	$19K	Hold	465	–	–	﹤0.01%	275
2017 Q4	$19K	Buy	+465	New	+$19.1K	﹤0.01%	280

Other funds holding YUMC

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return