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YUMC Holdings Changes image
This page summarizes the YUMC holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether YUMC is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing YUMC Share Count
Massmutual Trust Co. FSB ADV 131 413 +282 +215.27%
Timber Creek Capital Management LLC 14,829 35,341 +20,512 +138.32%
CKW Financial Group 50 100 +50 +100.00%
AdvisorNet Financial Inc 81 145 +64 +79.01%
Hanson & Doremus Investment Management 37,116 55,064 +17,948 +48.36%
First PREMIER Bank 100 147 +47 +47.00%
Raymond James & Associates 814,636 1,186,953 +372,317 +45.70%
Cambridge Investment Research Advisors Inc. 26,832 38,155 +11,323 +42.20%
CWM LLC 4,589 6,495 +1,906 +41.53%
Wetzel Investment Advisors Inc. 1,138 1,567 +429 +37.70%
Raymond James Trust N.A. 10,528 13,354 +2,826 +26.84%
Procyon Private Wealth Partners LLC 11,102 13,910 +2,808 +25.29%
Banque Cantonale Vaudoise 50,318 60,821 +10,503 +20.87%
ST Germain D J Co. Inc. 2,455 2,695 +240 +9.78%
AMF Pensionsforsakring AB 199,304 216,042 +16,738 +8.40%
DNB Asset Management AS 25,373 27,117 +1,744 +6.87%
Global Retirement Partners LLC 521 543 +22 +4.22%
Legacy Wealth Asset Management LLC 53,995 56,075 +2,080 +3.85%
Capital Investment Advisors LLC 6,056 6,157 +101 +1.67%
Allspring Global Investments Holdings LLC 3,766,787 3,820,531 +53,744 +1.43%
Capital Advisors Ltd. LLC 867 879 +12 +1.38%
Confluence Wealth Services Inc. 5,796 5,824 +28 +0.48%
Cadent Capital Advisors LLC 30,332 30,460 +128 +0.42%
Claro Advisors LLC 6,330 6,352 +22 +0.35%
SOA Wealth Advisors LLC. 2,100 2,107 +7 +0.33%
Gateway Investment Advisers LLC 10,937 10,958 +21 +0.19%
Cranbrook Wealth Management LLC 1,336 1,338 +2 +0.15%
Stratos Wealth Advisors LLC 116,652 116,668 +16 +0.01%
13F Filers Reporting New Positions In YUMC
First Citizens Bank & Trust Co. 0 13,818 +13,818 +100%
IMC Chicago LLC 0 17,530 +17,530 +100%
Sarasin & Partners LLP 0 55,000 +55,000 +100%
Mather Group LLC. 0 603 +603 +100%
Harbour Capital Advisors LLC 0 9,035 +9,035 +100%
Ridgewood Investments LLC 0 13,484 +13,484 +100%
Independence Bank of Kentucky 0 200 +200 +100%
Register Financial Advisors LLC 0 120 +120 +100%
PFG Investments LLC 0 7,330 +7,330 +100%
Dixon Mitchell Investment Counsel Inc. 0 231 +231 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 10,751 10,751 UNCH 0.00%
Cigna Investments Inc. New 8,096 8,096 UNCH 0.00%
Caldwell Sutter Capital Inc. 197 197 UNCH 0.00%
First Financialcorp IN 148 148 UNCH 0.00%
Salem Investment Counselors Inc. 16,311 16,311 UNCH 0.00%
Barrett & Company Inc. 80 80 UNCH 0.00%
NBT Bank N A NY 183 183 UNCH 0.00%
Everett Harris & Co. CA 24,978 24,978 UNCH 0.00%
Optimum Investment Advisors 400 400 UNCH 0.00%
Albion Financial Group UT 427 427 UNCH 0.00%
Appleton Partners Inc. MA 6,506 6,506 UNCH 0.00%
M&R Capital Management Inc. 1,715 1,715 UNCH 0.00%
WASHINGTON TRUST Co 4,135 4,135 UNCH 0.00%
Moody National Bank Trust Division 8,000 8,000 UNCH 0.00%
Webster Bank N. A. 1,650 1,650 UNCH 0.00%
Farmers & Merchants Investments Inc. 3,350 3,350 UNCH 0.00%
American National Bank 4,603 4,603 UNCH 0.00%
SOL Capital Management CO 10,710 10,710 UNCH 0.00%
Hartford Financial Management Inc. 1,940 1,940 UNCH 0.00%
Bangor Savings Bank 3 3 UNCH 0.00%
BKD Wealth Advisors LLC 7,160 7,160 UNCH 0.00%
Cohen Klingenstein LLC 112,999 112,999 UNCH 0.00%
Harbor Investment Advisory LLC 590 590 UNCH 0.00%
Asset Dedication LLC 113 113 UNCH 0.00%
MCF Advisors LLC 158 158 UNCH 0.00%
Tradewinds Capital Management LLC 266 266 UNCH 0.00%
Sunbelt Securities Inc. 138 138 UNCH 0.00%
Sugarloaf Wealth Management LLC 57 57 UNCH 0.00%
Venturi Wealth Management LLC 798 798 UNCH 0.00%
Edmonds Duncan Registered Investment Advisors LLC 6,055 6,055 UNCH 0.00%
New Capital Management LP 8,853 8,853 UNCH 0.00%
IFM Investors Pty Ltd 26,540 26,540 UNCH 0.00%
Founders Capital Management 620 620 UNCH 0.00%
Bfsg LLC 354 354 UNCH 0.00%
Global Trust Asset Management LLC 35 35 UNCH 0.00%
Sound Income Strategies LLC 887 887 UNCH 0.00%
Versant Capital Management Inc 326 326 UNCH 0.00%
Pathway Financial Advisors LLC 6,000 6,000 UNCH 0.00%
Aspire Private Capital LLC 49 49 UNCH 0.00%
KMG Fiduciary Partners LLC 7,021 7,021 UNCH 0.00%
Wesleyan Assurance Society 149,492 149,492 UNCH 0.00%
Tsfg LLC 106 106 UNCH 0.00%
S.A. Mason LLC 700 700 UNCH 0.00%
Game Plan Financial Advisors LLC 250 250 UNCH 0.00%
Charter Oak Capital Management LLC 8,265 8,265 UNCH 0.00%
Hexagon Capital Partners LLC 879 879 UNCH 0.00%
Iron Horse Wealth Management LLC 26 26 UNCH 0.00%
SJS Investment Consulting Inc. 4,320 4,320 UNCH 0.00%
Red Tortoise LLC 682 682 UNCH 0.00%
FSC Wealth Advisors LLC 28 28 UNCH 0.00%
Armstrong Advisory Group Inc. 84 84 UNCH 0.00%
Signature Resources Capital Management LLC 28 28 UNCH 0.00%
Coston McIsaac & Partners 345 345 UNCH 0.00%
Stephens Consulting LLC 500 500 UNCH 0.00%
Compass Wealth Management LLC 348 348 UNCH 0.00%
Park Place Capital Corp 396 396 UNCH 0.00%
West Paces Advisors Inc. 949 949 UNCH 0.00%
GAMMA Investing LLC 1,948 1,948 UNCH 0.00%
Financial Synergies Wealth Advisors Inc. 133 133 UNCH 0.00%
13F Filers Decreasing YUMC Share Count
Westside Investment Management Inc. 119 19 -100 -84.03%
Valley National Advisers Inc. 267 56 -211 -79.03%
Cutler Group LP 4,900 1,433 -3,467 -70.76%
Matthews International Capital Management LLC 1,972,051 903,001 -1,069,050 -54.21%
Chicago Capital LLC 10,531 6,211 -4,320 -41.02%
Toth Financial Advisory Corp 1,466 880 -586 -39.97%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 94,600 57,500 -37,100 -39.22%
NBC Securities Inc. 504 374 -130 -25.79%
Valeo Financial Advisors LLC 7,885 6,066 -1,819 -23.07%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 1,186 926 -260 -21.92%
Meyer Handelman Co. 11,290 9,090 -2,200 -19.49%
E Fund Management Hong Kong Co. Ltd. 375,782 319,870 -55,912 -14.88%
Gradient Investments LLC 1,083 963 -120 -11.08%
Raymond James Financial Services Advisors Inc. 38,450 34,498 -3,952 -10.28%
Carmichael Hill & Associates Inc. 3,278 2,978 -300 -9.15%
Robeco Institutional Asset Management B.V. 81,809 74,880 -6,929 -8.47%
WBH Advisory Inc. 6,512 6,087 -425 -6.53%
Peoples Bank KS 3,405 3,190 -215 -6.31%
DekaBank Deutsche Girozentrale 233,006 219,990 -13,016 -5.59%
Wealth Enhancement Advisory Services LLC 18,068 17,075 -993 -5.50%
Assenagon Asset Management S.A. 16,571 15,862 -709 -4.28%
Private Trust Co. NA 2,695 2,620 -75 -2.78%
Sumitomo Mitsui Trust Holdings Inc. 959,310 936,955 -22,355 -2.33%
Nilsine Partners LLC 6,968 6,806 -162 -2.32%
Ervin Investment Management LLC 8,482 8,372 -110 -1.30%
Stableford Capital II LLC 22,543 22,266 -277 -1.23%
Brown Advisory Inc. 15,408 15,291 -117 -0.76%
Spire Wealth Management 1,986 1,972 -14 -0.70%
CENTRAL TRUST Co 7,512 7,462 -50 -0.67%
Rosenberg Matthew Hamilton 1,363 1,362 -1 -0.07%
13F Filers Exiting YUMC
Arlington Trust Co LLC 23 0 -23 -100.00%
McGlone Suttner Wealth Management Inc. 80 0 -80 -100.00%
Seed Wealth Management Inc. 5,545 0 -5,545 -100.00%
Congress Wealth Management LLC DE 7,741 0 -7,741 -100.00%
DGS Capital Management LLC 5,074 0 -5,074 -100.00%
Newbridge Financial Services Group Inc. 220 0 -220 -100.00%
Veriti Management LLC 5,253 0 -5,253 -100.00%
Annapolis Financial Services LLC 80 0 -80 -100.00%
Foster Group Inc. 3,760 0 -3,760 -100.00%
Tennessee Valley Asset Management Partners 26 0 -26 -100.00%
International Assets Investment Management LLC 17,613 0 -17,613 -100.00%
CVA Family Office LLC 115 0 -115 -100.00%
Relyea Zuckerberg Hanson LLC 4,960 0 -4,960 -100.00%
Ritholtz Wealth Management 9,478 0 -9,478 -100.00%
Polianta Ltd 21,800 0 -21,800 -100.00%
Ironwood Financial llc 4,757 0 -4,757 -100.00%
Dynamic Advisor Solutions LLC 4,889 0 -4,889 -100.00%
Krane Funds Advisors LLC 5,045 0 -5,045 -100.00%
Diversified Trust Co 6,458 0 -6,458 -100.00%
Park Avenue Securities LLC 8,168 0 -8,168 -100.00%

See Summary: Institutional Holders of YUMC
See Details: Top 10 Hedge Funds Holding YUMC
Also See: YUMC Insider Buying

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