Welch Group’s Yum China YUMC Stock Holding History

Welch Group’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	–	Sell	-3,950	Closed	-$220K	–	235
2023 Q3	$220K	Hold	3,950	–	–	0.01%	193
2023 Q2	$223K	Hold	3,950	–	–	0.01%	190
2023 Q1	$250K	Hold	3,950	–	–	0.01%	175
2022 Q4	$216K	Buy	+3,950	New	+$201K	0.01%	197
2021 Q4	–	Sell	-3,946	Closed	-$229K	–	223
2021 Q3	$229K	Buy	3,946 +223	+6%	+$13.7K	0.02%	166
2021 Q2	$247K	Sell	3,723 -1,800	-33%	-$115K	0.02%	160
2021 Q1	$327K	Buy	5,523 +580	+12%	+$34.7K	0.02%	136
2020 Q4	$282K	Buy	4,943 +1	+0%	+$56	0.02%	124
2020 Q3	$262K	Hold	4,942	–	–	0.02%	122
2020 Q2	$238K	Sell	4,942 -738	-13%	-$34.8K	0.02%	118
2020 Q1	$242K	Buy	5,680 +162	+3%	+$7.22K	0.03%	106
2019 Q4	$265K	Hold	5,518	–	–	0.03%	106
2019 Q3	$251K	Hold	5,518	–	–	0.03%	106
2019 Q2	$255K	Hold	5,518	–	–	0.03%	103
2019 Q1	$248K	Sell	5,518 -76	-1%	-$2.99K	0.03%	110
2018 Q4	$188K	Hold	5,594	–	–	0.02%	116
2018 Q3	$196	Sell	5,594 -221	-4%	-$7.87K	0.02%	123
2018 Q2	$224K	Buy	5,815 +74	+1%	+$2.93K	0.03%	105
2018 Q1	$238K	Sell	5,741 -241	-4%	-$10.4K	0.03%	100
2017 Q4	$239K	Hold	5,982	–	–	0.04%	92
2017 Q3	$239K	Buy	5,982 +300	+5%	+$11.2K	0.04%	90
2017 Q2	$224K	Hold	5,682	–	–	0.04%	111
2017 Q1	$155K	Hold	5,682	–	–	0.03%	94
2016 Q4	$148K	Buy	+5,682	New	+$155K	0.03%	110

Other funds holding YUMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

BCF

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Welch Group's YUMC Position: Q4 2023 in Review

Welch Group sold out of Yum China (YUMC) in Q4 2023, closing a stake of 3,950 shares — an estimated $220K sold.

Welch Group first reported a position in YUMC in Q4 2016 and held it in 24 quarters. The position peaked at $327K in Q1 2021. 683 funds tracked by Wall St. Rank hold YUMC as of Q4 2023.

Welch Group reported no remaining Yum China position as of Q4 2023 after selling out during the quarter.
Welch Group sold 3,950 Yum China shares in Q4 2023, an estimated $220K.
Welch Group first reported a position in Yum China in Q4 2016 and held it in 24 quarters.
Welch Group's Yum China position peaked at $327K in Q1 2021.
683 funds tracked by Wall St. Rank held Yum China as of Q4 2023.

Based on Welch Group's 13F filing for Q4 2023, filed 23 Jan 2024.