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Whipplewood Advisors’s Yum China YUMC Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-26
Closed -$1.16K – 1180
2025
Q2 		$1.16K Buy
26
+22
+550% +$984 ﹤0.01% 992
2025
Q1 		$1.35K Sell
4
-22
-85% -$1.05K ﹤0.01% 964
2024
Q4 		$1.25K Buy
+26
New +$1.23K ﹤0.01% 977

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $2.94B AUM 13.53% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Whipplewood Advisors's YUMC Position: Q3 2025 in Review

Whipplewood Advisors sold out of Yum China (YUMC) in Q3 2025, closing a stake of 26 shares — an estimated $1.16K sold.

Whipplewood Advisors first reported a position in YUMC in Q4 2024 and held it in 3 quarters. The position peaked at $1.35K in Q1 2025. 662 funds tracked by Wall St. Rank hold YUMC as of Q3 2025.

  • Whipplewood Advisors reported no remaining Yum China position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 26 Yum China shares in Q3 2025, an estimated $1.16K.
  • Whipplewood Advisors first reported a position in Yum China in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Yum China position peaked at $1.35K in Q1 2025.
  • 662 funds tracked by Wall St. Rank held Yum China as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.