WR Wealth Planners’s Yum China YUMC Stock Holding History

WR Wealth Planners’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	$11.6K	Hold	240	–	–	﹤0.01%	571
2024 Q3	$10.8K	Hold	240	–	–	﹤0.01%	614
2024 Q2	$7.4K	Hold	240	–	–	﹤0.01%	647
2024 Q1	$9.55K	Buy	+240	New	+$9.47K	﹤0.01%	608
2023 Q4	–	Sell	-240	Closed	-$13.4K	–	885
2023 Q3	$13.4K	Sell	240 -408	-63%	-$22.8K	0.01%	495
2023 Q2	$36.6K	Buy	648 +1	+0.2%	+$60	0.01%	357
2023 Q1	$41K	Buy	647 +407	+170%	+$24.6K	0.02%	341
2022 Q4	$13.1K	Hold	240	–	–	0.01%	246
2022 Q3	$11.4K	Hold	240	–	–	0.01%	249
2022 Q2	$11.6K	Hold	240	–	–	0.01%	269
2022 Q1	$9.97K	Buy	+240	New	+$11.3K	0.01%	299

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

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

GAM

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's YUMC Position: Q4 2024 in Review

WR Wealth Planners held its Yum China (YUMC) position steady in Q4 2024 at 240 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

WR Wealth Planners first reported a position in YUMC in Q1 2022 and has held it in 11 quarters since. The position peaked at $41K in Q1 2023. 716 funds tracked by Wall St. Rank hold YUMC as of Q4 2024.

WR Wealth Planners held 240 shares of Yum China worth $11.6K as of Q4 2024.
WR Wealth Planners left its Yum China share count unchanged in Q4 2024.
Yum China made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #571 holding.
WR Wealth Planners first reported a position in Yum China in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Yum China position peaked at $41K in Q1 2023.
716 funds tracked by Wall St. Rank held Yum China as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.