TFA
YUMC icon

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
2023
Q4 		– Hold
0
– -$5.57K – 805
2023
Q3 		– Hold
0
– – – 512

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
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
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
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.