Western Pacific Wealth Management’s Yum China YUMC Stock Holding History

Western Pacific Wealth 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
2024 Q2	–	Sell	-855	Closed	-$34K	–	309
2024 Q1	$34K	Hold	855	–	–	0.02%	159
2023 Q4	$36.3K	Hold	855	–	–	0.03%	158
2023 Q3	$47.6K	Hold	855	–	–	0.04%	142
2023 Q2	$48.3K	Hold	855	–	–	0.04%	144
2023 Q1	$54.2K	Hold	855	–	–	0.04%	140
2022 Q4	$46.7K	Buy	+855	New	+$43.5K	0.04%	139

Other funds holding YUMC

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

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

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

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

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

PCM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GAM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BCF

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

Western Pacific Wealth Management's YUMC Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Yum China (YUMC) in Q2 2024, closing a stake of 855 shares — an estimated $34K sold.

Western Pacific Wealth Management first reported a position in YUMC in Q4 2022 and held it in 6 quarters. The position peaked at $54.2K in Q1 2023. 628 funds tracked by Wall St. Rank hold YUMC as of Q2 2024.

Western Pacific Wealth Management reported no remaining Yum China position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 855 Yum China shares in Q2 2024, an estimated $34K.
Western Pacific Wealth Management first reported a position in Yum China in Q4 2022 and held it in 6 quarters.
Western Pacific Wealth Management's Yum China position peaked at $54.2K in Q1 2023.
628 funds tracked by Wall St. Rank held Yum China as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.