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HERITAGE INVESTORS MANAGEMENT CORP → YUMC
HERITAGE INVESTORS MANAGEMENT CORP YUMC Position History
Yum China Holdings, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$15.7M
Q3 2026
Peak value
$19.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.9M |
| Q4 2025 | $19.7M |
| Q1 2026 | $19.9M |
| Q2 2026 | $16M |
| Q3 2026 | $15.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.7M | 380.9K | — | — |
| Q2 2026 | $16M | 390.6K | — | — |
| Q1 2026 | $19.9M | 408.0K | — | — |
| Q4 2025 | $19.7M | 412.4K | — | — |
| Q3 2025 | $17.9M | 416.4K | — | — |