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	–	759
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	–	816
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 New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Toth Financial Advisory's YUMC Position: Q4 2024 in Review

Toth Financial Advisory sold out of Yum China (YUMC) in Q4 2024, closing a stake of 880 shares — an estimated $39.6K sold.

Toth Financial Advisory first reported a position in YUMC in Q4 2017 and held it in 22 quarters. The position peaked at $81.7K in Q3 2023. 716 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

Toth Financial Advisory reported no remaining Yum China position as of Q4 2024 after selling out during the quarter.
Toth Financial Advisory sold 880 Yum China shares in Q4 2024, an estimated $39.6K.
Toth Financial Advisory first reported a position in Yum China in Q4 2017 and held it in 22 quarters.
Toth Financial Advisory's Yum China position peaked at $81.7K in Q3 2023.
716 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on Toth Financial Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.