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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).
| Filer | 12/31/2023
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% |
| Zurcher Kantonalbank Zurich Cantonalbank |
293,808 |
461,036 |
+167,228 |
+56.92% |
| 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% |
| Naples Global Advisors LLC |
27,323 |
36,468 |
+9,145 |
+33.47% |
| 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% |
| Principal Financial Group Inc. |
3,965,911 |
4,420,115 |
+454,204 |
+11.45% |
| 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% |
| Heritage Investors Management Corp |
409,766 |
433,595 |
+23,829 |
+5.82% |
| Allworth Financial LP |
6,618 |
6,920 |
+302 |
+4.56% |
| 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% |
| Natixis Advisors L.P. |
339,483 |
345,132 |
+5,649 |
+1.66% |
| Allspring Global Investments Holdings LLC |
3,766,787 |
3,820,531 |
+53,744 |
+1.43% |
| Capital Advisors Ltd. LLC |
867 |
879 |
+12 |
+1.38% |
| Bogart Wealth LLC |
1,912 |
1,938 |
+26 |
+1.36% |
| 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% |
| Mesirow Financial Investment Management Inc. |
0 |
14,507 |
+14,507 |
+100% |
| Simplex Trading LLC |
0 |
14,055 |
+14,055 |
+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% |
| XY Capital Ltd |
0 |
291,400 |
+291,400 |
+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% |
| Hazlett Burt & Watson Inc. |
509 |
509 |
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% |
| Osborne Partners Capital Management LLC |
16,980 |
16,980 |
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% |
| GHP Investment Advisors Inc. |
509 |
509 |
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% |
| JNBA Financial Advisors |
581 |
581 |
UNCH |
0.00% |
| Field & Main Bank |
560 |
560 |
UNCH |
0.00% |
| Friedenthal Financial |
28 |
28 |
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% |
| Silicon Valley Capital Partners |
13 |
13 |
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% |
| Prestige Wealth Management Group LLC |
140 |
140 |
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% |
| HighMark Wealth Management LLC |
225 |
225 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
250 |
250 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
196 |
196 |
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% |
| Yousif Capital Management LLC |
7,455 |
7,455 |
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% |
| SYSTM Wealth Solutions LLC |
60 |
60 |
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% |
| Tritonpoint Wealth LLC |
8,828 |
8,828 |
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% |
| Lindbrook Capital LLC |
640 |
314 |
-326 |
-50.94% |
| 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% |
| First Horizon Advisors Inc. |
1,034 |
677 |
-357 |
-34.53% |
| Benjamin F. Edwards & Company Inc. |
531 |
361 |
-170 |
-32.02% |
| Bank of New York Mellon Corp |
2,155,186 |
1,565,922 |
-589,264 |
-27.34% |
| YHB Investment Advisors Inc. |
53,431 |
39,119 |
-14,312 |
-26.79% |
| NBC Securities Inc. |
504 |
374 |
-130 |
-25.79% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
1,186 |
926 |
-260 |
-21.92% |
| Meyer Handelman Co. |
11,290 |
9,090 |
-2,200 |
-19.49% |
| UMB Bank N A MO |
2,376 |
1,974 |
-402 |
-16.92% |
| E Fund Management Hong Kong Co. Ltd. |
375,782 |
319,870 |
-55,912 |
-14.88% |
| Gradient Investments LLC |
1,083 |
963 |
-120 |
-11.08% |
| Valeo Financial Advisors LLC |
7,885 |
7,066 |
-819 |
-10.39% |
| Raymond James Financial Services Advisors Inc. |
38,450 |
34,498 |
-3,952 |
-10.28% |
| First National Bank & Trust Co. of Newtown |
10,479 |
9,403 |
-1,076 |
-10.27% |
| 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% |
| Commonwealth Equity Services LLC |
96,952 |
90,111 |
-6,841 |
-7.06% |
| WBH Advisory Inc. |
6,512 |
6,087 |
-425 |
-6.53% |
| Peoples Bank KS |
3,405 |
3,190 |
-215 |
-6.31% |
| Alta Capital Management LLC |
6,204 |
5,818 |
-386 |
-6.22% |
| 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% |
| Capital Advisors Inc. OK |
18,928 |
18,628 |
-300 |
-1.58% |
| Ervin Investment Management LLC |
8,482 |
8,372 |
-110 |
-1.30% |
| Pavion Blue Capital LLC |
35,892 |
35,446 |
-446 |
-1.24% |
| 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% |
| Stock Yards Bank & Trust Co. |
12,697 |
12,617 |
-80 |
-0.63% |
| 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% |
| Planned Solutions Inc. |
80 |
0 |
-80 |
-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% |
| CAPROCK Group Inc. |
6,174 |
0 |
-6,174 |
-100.00% |
| Dynamic Advisor Solutions LLC |
4,889 |
0 |
-4,889 |
-100.00% |
| Perigon Wealth Management LLC |
7,659 |
0 |
-7,659 |
-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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