Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Yum China Holdings Inc. (YUMC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.01 SEC
2025   Q1 86,045 0.01 Add 0.05% $52.06 $4,479,503 SEC
2024   Q4 85,998 0.01 Reduce 59.21% 0.01 $48.17 $4,142,524 SEC
2024   Q3 210,855 0.02 Add 4.71% <0.01 $45.02 $9,492,692 SEC
2024   Q2 201,365 0.02 Reduce 34.43% 0.01 $30.84 $6,210,097 SEC
2024   Q1 307,085 0.03 Add 13.16% <0.01 $39.79 $12,218,912 SEC
2023   Q4 271,366 0.03 Add 28.72% <0.01 $42.43 $11,514,059 SEC
2023   Q3 210,827 0.03 Reduce 4.37% <0.01 $55.72 $11,747,280 SEC
2023   Q2 220,451 0.03 Buy 0.03 $56.50 $12,455,482 SEC