Yum China Holdings, Inc.
YUMC- Exchange
- NYSE
- Industry
- Retail-Eating Places
- SEC CIK
- 0001673358
In the last 90 days, Yum China Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 666 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; Giverny Capital is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Yum China Holdings, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 666
- −32 vs. Q1 2026
- Shares held
- 232.7M
- +3.03M (+1.3%) vs. Q1 2026
- Total value
- $10.4B
- −$1.66B (−13.7%) vs. Q1 2026
- New holders
- 70
- 185 more added
- Sold out
- 102
- 237 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting YUMC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 666 | $10.4B |
| Q1 2026 | 708 | $12.1B |
| Q4 2025 | 675 | $11.1B |
| Q3 2025 | 663 | $11.7B |
| Q2 2025 | 690 | $13.3B |
| Q1 2025 | 733 | $15.7B |
| Q4 2024 | 716 | $14.5B |
| Q3 2024 | 682 | $13.8B |
| Q2 2024 | 629 | $9.66B |
| Q1 2024 | 673 | $12.9B |
| Q4 2023 | 683 | $13.9B |
| Q3 2023 | 702 | $17.3B |
| Q2 2023 | 736 | $17.9B |
| Q1 2023 | 746 | $20.7B |
| Q4 2022 | 734 | $17.7B |
| Q3 2022 | 666 | $16.3B |
| Q2 2022 | 688 | $15.9B |
| Q1 2022 | 673 | $14.1B |
| Q4 2021 | 763 | $18.8B |
| Q3 2021 | 757 | $21.7B |
| Q2 2021 | 807 | $24.7B |
| Q1 2021 | 779 | $21.2B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Yum China Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 24,117,074 | $985.2M | 0.06% | −1,276,168−5.0% | Reduced |
| Mondrian Investment Partners LTD | 2,909,043 | $929.7M | 14.34% | +551,544+23.4% | Added |
| Principal Financial Group Inc | 21,130,258 | $861.2M | 0.42% | −1,476,482−6.5% | Reduced |
| Primavera Capital Management Ltd | 12,035,635 | $491.9M | 87.05% | 00.0% | Unchanged |
| BLS Capital Fondsmaeglerselskab A/S | 10,835,362 | $442.8M | 17.06% | −536,231−4.7% | Reduced |
| Vanguard Capital Management LLC | 10,817,104 | $441.7M | 0.01% | −291,000−2.6% | Reduced |
| Royal Bank of Canada | 10,600,625 | $433.2M | 0.07% | +640.0% | Added |
| Dodge & Cox | 8,365,562 | $341.9M | 0.18% | +13,800+0.2% | Added |
| London & Capital Asset Management Ltd | 7,838,137 | $320.2M | 2.93% | +1,663,611+26.9% | Added |
| Westwood Global Investments, LLC | 7,011,649 | $286.6M | 10.07% | +2,254,811+47.4% | Added |
| Norges Bank | 5,621,829 | $229.8M | 0.02% | +5,621,829 | New |
| Goldman Sachs Group Inc | 4,397,801 | $179.7M | 0.02% | +688,421+18.6% | Added |
| Barclays PLC | 3,654,516 | $149.4M | 0.05% | +2,023,855+124.1% | Added |
| Bank of New York Mellon Corp | 3,592,503 | $146.8M | 0.02% | −77,984−2.1% | Reduced |
| FIL Ltd | 3,461,448 | $141.3M | 0.10% | −309,007−8.2% | Reduced |
| Guardcap Asset Management Ltd | 3,255,683 | $133.1M | 9.46% | −690,053−17.5% | Reduced |
| Alliancebernstein L.P. | 2,599,037 | $126.8M | 0.04% | +296,417+12.9% | Added |
| Vanguard Fiduciary Trust Co | 2,915,313 | $119.0M | 0.03% | −90,200−3.0% | Reduced |
| FMR LLC | 2,846,819 | $116.3M | 0.01% | −1,640,380−36.6% | Reduced |
| Dimensional Fund Advisors LP | 2,641,284 | $108.0M | 0.02% | −28,026−1.0% | Reduced |
| Wellington Management Group LLP | 2,608,892 | $106.5M | 0.02% | −275,655−9.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,465,037 | $100.7M | 0.04% | +705,240+40.1% | Added |
| Millennium Management LLC | 2,452,443 | $100.2M | 0.07% | +1,065,316+76.8% | Added |
| Bank of America Corp | 2,355,158 | $96.3M | 0.01% | −1,112,067−32.1% | Reduced |
| UBS Group AG | 2,083,238 | $85.1M | 0.01% | +530,214+34.1% | Added |
| Franklin Resources Inc | 1,960,560 | $80.1M | 0.02% | −230,753−10.5% | Reduced |
| Temasek Holdings (Private) Ltd | 1,916,519 | $78.3M | 0.21% | −801,029−29.5% | Reduced |
| Legal & General Group Plc | 1,868,625 | $76.3M | 0.02% | −99,906−5.1% | Reduced |
| Jane Street Group, LLC | 1,812,025 | $74.1M | 0.05% | +1,439,003+385.8% | Added |
| Vontobel Holding Ltd. | 1,781,335 | $72.8M | 0.24% | +73,310+4.3% | Added |
| Loomis Sayles & Co L P | 1,712,698 | $70.0M | 0.09% | −2,581,213−60.1% | Reduced |
| North of South Capital LLP | 1,536,481 | $62.8M | 4.62% | +1,536,481 | New |
| HSBC Holdings PLC | 1,511,774 | $61.6M | 0.03% | −247,574−14.1% | Reduced |
| Pinebridge Investments Asia Ltd | 187,500 | $59.9M | 20.49% | +40,100+27.2% | Added |
| LSV Asset Management | 1,436,989 | $58.7M | 0.11% | +1,436,989 | New |
| Nordea Investment Management AB | 1,432,350 | $58.5M | 0.05% | +207,689+17.0% | Added |
| Alberta Investment Management Corp | 1,300,000 | $53.1M | 0.31% | −65,700−4.8% | Reduced |
| Amundi | 1,173,653 | $52.7M | 0.01% | −43,923−3.6% | Reduced |
| Vanguard Asset Management, Ltd | 1,232,778 | $50.3M | 0.03% | +5,000+0.4% | Added |
| Mackenzie Financial Corp | 1,182,705 | $48.3M | 0.05% | +337,370+39.9% | Added |
| DekaBank Deutsche Girozentrale | 1,001,107 | $48.2M | 0.08% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,143,339 | $46.7M | 0.05% | +328,727+40.4% | Added |
| Invesco Ltd. | 1,135,836 | $46.4M | 0.00% | −24,365−2.1% | Reduced |
| Todd Asset Management LLC | 1,135,553 | $46.4M | 0.82% | +700.0% | Added |
| Morgan Stanley | 1,048,827 | $42.9M | 0.00% | −259,841−19.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,043,088 | $42.6M | 0.01% | +36,921+3.7% | Added |
| Altrinsic Global Advisors LLC | 1,010,798 | $41.3M | 1.52% | +304,277+43.1% | Added |
| Deutsche Bank AG | 955,626 | $39.1M | 0.01% | −43,504−4.4% | Reduced |
| Danske Bank A/S | 894,727 | $36.6M | 0.07% | +6,390+0.7% | Added |
| State Street Corp | 886,355 | $36.2M | 0.00% | +14,417+1.7% | Added |
| Perseverance Asset Management International | 837,114 | $34.2M | 3.50% | +123,115+17.2% | Added |
| Raymond James Financial Inc | 833,162 | $34.1M | 0.01% | −195,286−19.0% | Reduced |
| Public Sector Pension Investment Board | 832,643 | $33.9M | 0.09% | +132,600+18.9% | Added |
| American Century Companies Inc | 829,170 | $33.9M | 0.01% | −24,782−2.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 798,350 | $32.5M | 0.06% | +310,650+63.7% | Added |
| Citigroup Inc | 756,592 | $30.9M | 0.01% | +341,549+82.3% | Added |
| Teachers Retirement System of the State of Kentucky | 755,110 | $30.9M | 0.21% | +2,750+0.4% | Added |
| Point72 Asset Management, L.P. | 720,858 | $29.5M | 0.05% | +563,621+358.5% | Added |
| Renaissance Technologies LLC | 694,900 | $28.4M | 0.04% | +157,200+29.2% | Added |
| Assetmark, Inc | 682,871 | $27.9M | 0.05% | +55,416+8.8% | Added |
| Pictet North America Advisors SA | 679,686 | $27.7M | 2.44% | +143,143+26.7% | Added |
| Swedbank AB | 640,364 | $26.2M | 0.02% | −139,200−17.9% | Reduced |
| Swiss National Bank | 642,024 | $26.2M | 0.01% | −44,750−6.5% | Reduced |
| UBS Asset Management Americas Inc | 607,187 | $24.8M | 0.00% | +70,841+13.2% | Added |
| Nuveen, LLC | 599,378 | $24.5M | 0.01% | −22,150−3.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 590,567 | $24.1M | 0.01% | −35,930−5.7% | Reduced |
| Aviva PLC | 591,166 | $24.1M | 0.04% | −16,949−2.8% | Reduced |
| Holowesko Partners Ltd. | 584,100 | $23.9M | 6.04% | 00.0% | Unchanged |
| Man Group plc | 570,234 | $23.3M | 0.04% | +131,219+29.9% | Added |
| Marshall Wace, LLP | 560,917 | $22.9M | 0.02% | +294,067+110.2% | Added |
| Axxion S.A. | 520,000 | $18.5M | 1.32% | +520,000 | New |
| BlackRock, Inc. | 442,625 | $18.1M | 0.00% | −16,680−3.6% | Reduced |
| SEB Asset Management AB | 433,681 | $17.7M | 0.07% | +236,956+120.5% | Added |
| Lazard Asset Management LLC | 421,172 | $17.2M | 0.03% | +68,437+19.4% | Added |
| USS Investment Management Ltd | 419,079 | $17.1M | 0.06% | 00.0% | Unchanged |
| RV Capital GmbH | 398,021 | $16.3M | 4.25% | −23,518−5.6% | Reduced |
| Heritage Investors Management Corp | 390,649 | $16.0M | 0.44% | −17,340−4.3% | Reduced |
| Envestnet Asset Management Inc | 389,131 | $15.9M | 0.00% | +296+0.1% | Added |
| Russell Investments Group, Ltd. | 382,632 | $15.6M | 0.01% | −213,885−35.9% | Reduced |
| True Light Capital Pte. Ltd. | 379,886 | $15.5M | 10.23% | −158,686−29.5% | Reduced |
| Ninety One UK Ltd | 375,190 | $15.3M | 0.03% | +28,629+8.3% | Added |
| Matthews International Capital Management LLC | 371,166 | $15.2M | 5.20% | −183,745−33.1% | Reduced |
| British Columbia Investment Management Corp | 368,450 | $15.0M | 0.09% | −307,600−45.5% | Reduced |
| Royal London Asset Management Ltd | 366,871 | $15.0M | 0.03% | −2,500−0.7% | Reduced |
| Pictet Asset Management Holding SA | 364,988 | $14.9M | 0.01% | −37,700−9.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 363,895 | $14.9M | 0.02% | −360,538−49.8% | Reduced |
| Northern Trust Corp | 363,191 | $14.8M | 0.00% | −47,275−11.5% | Reduced |
| Bank of Montreal | 345,305 | $14.1M | 0.01% | −56,848−14.1% | Reduced |
| Jupiter Asset Management Ltd | 329,100 | $13.4M | 0.07% | −234,300−41.6% | Reduced |
| New York State Common Retirement Fund | 327,729 | $13.4M | 0.02% | +64,100+24.3% | Added |
| Korea Investment CORP | 288,419 | $11.8M | 0.02% | −21,200−6.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 39,734 | $10.8M | 0.21% | +33,134+502.0% | Added |
| Voloridge Investment Management, LLC | 257,475 | $10.5M | 0.04% | −169,277−39.7% | Reduced |
| Massachusetts Financial Services Co | 137,692 | $10.5M | 0.00% | −71,827−34.3% | Reduced |
| Crossmark Global Holdings, Inc. | 254,664 | $10.4M | 0.14% | +254,664 | New |
| Van Eck Associates Corp | 251,527 | $10.3M | 0.01% | +20,791+9.0% | Added |
| Ameriprise Financial Inc | 249,061 | $10.2M | 0.00% | −29,800−10.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 247,081 | $10.1M | 0.01% | −30,750−11.1% | Reduced |
| CIBC World Markets Inc. | 244,306 | $9.98M | 0.02% | +244,306 | New |
| State of New Jersey Common Pension Fund D | 239,214 | $9.78M | 0.03% | 00.0% | Unchanged |