ZIG
YUMC icon

Zuckerman Investment Group’s Yum China YUMC Stock Holding History

Zuckerman Investment 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
2025
Q2 		– Sell
-464,073
Closed -$24.2M – 176
2025
Q1 		$24.2M Sell
464,073
-3,628
-0.8% -$174K 2.59% 9
2024
Q4 		$21M Buy
467,701
+3,729
+0.8% +$177K 2.02% 19
2024
Q3 		$20.9M Buy
463,972
+2,503
+0.5% +$83.3K 2.15% 18
2024
Q2 		$14.2M Buy
461,469
+74,461
+19% +$2.73M 1.65% 25
2024
Q1 		$15.4M Buy
387,008
+103,652
+37% +$4.09M 1.75% 25
2023
Q4 		$12M Buy
283,356
+162,183
+134% +$7.55M 1.55% 28
2023
Q3 		$6.75M Buy
121,173
+181
+0.1% +$10.1K 0.97% 34
2023
Q2 		$6.84M Sell
120,992
-1,925
-2% -$116K 0.98% 35
2023
Q1 		$7.79M Sell
122,917
-741
-0.6% -$44.7K 1.18% 33
2022
Q4 		$6.76M Sell
123,658
-62,595
-34% -$3.18M 1.07% 35
2022
Q3 		$8.81M Sell
186,253
-8,988
-5% -$432K 1.65% 28
2022
Q2 		$9.47M Sell
195,241
-2,765
-1% -$116K 1.72% 27
2022
Q1 		$8.22M Buy
198,006
+11,056
+6% +$521K 1.33% 32
2021
Q4 		$9.32M Sell
186,950
-5,358
-3% -$291K 1.44% 30
2021
Q3 		$11.2M Sell
192,308
-2,821
-1% -$173K 1.85% 22
2021
Q2 		$12.9M Buy
195,129
+1,190
+0.6% +$75.9K 2.04% 19
2021
Q1 		$11.5M Buy
193,939
+3,315
+2% +$198K 1.88% 18
2020
Q4 		$10.9M Buy
+190,624
New +$10.7M 2% 20

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Zuckerman Investment Group's YUMC Position: Q2 2025 in Review

Zuckerman Investment Group sold out of Yum China (YUMC) in Q2 2025, closing a stake of 464,073 shares — an estimated $24.2M sold.

Zuckerman Investment Group first reported a position in YUMC in Q4 2020 and held it in 18 quarters. The position peaked at $24.2M in Q1 2025. 690 funds tracked by Wall St. Rank hold YUMC as of Q2 2025.

  • Zuckerman Investment Group reported no remaining Yum China position as of Q2 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 464,073 Yum China shares in Q2 2025, an estimated $24.2M.
  • Zuckerman Investment Group first reported a position in Yum China in Q4 2020 and held it in 18 quarters.
  • Zuckerman Investment Group's Yum China position peaked at $24.2M in Q1 2025.
  • 690 funds tracked by Wall St. Rank held Yum China as of Q2 2025.

Based on Zuckerman Investment Group's 13F filing for Q2 2025, filed 15 Aug 2025.