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 $9.41B in total; Giverny Capital is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Yum China Holdings, Inc. as of Mar 31, 2024. 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
- 673
- 0 vs. Q4 2023
- Shares held
- 284.9M
- −20.1M (−6.6%) vs. Q4 2023
- Total value
- $11.8B
- −$1.11B (−8.6%) vs. Q4 2023
- New holders
- 85
- 199 more added
- Sold out
- 85
- 217 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 | $9.41B |
| Q1 2026 | 709 | $11.1B |
| Q4 2025 | 675 | $11.0B |
| Q3 2025 | 663 | $10.4B |
| Q2 2025 | 690 | $12.5B |
| Q1 2025 | 734 | $15.4B |
| Q4 2024 | 715 | $14.2B |
| Q3 2024 | 682 | $12.9B |
| Q2 2024 | 629 | $8.99B |
| Q1 2024 | 673 | $11.8B |
| Q4 2023 | 683 | $12.9B |
| Q3 2023 | 702 | $17.3B |
| Q2 2023 | 736 | $17.8B |
| Q1 2023 | 746 | $20.5B |
| Q4 2022 | 734 | $17.7B |
| Q3 2022 | 666 | $16.0B |
| Q2 2022 | 688 | $15.9B |
| Q1 2022 | 673 | $14.0B |
| Q4 2021 | 763 | $16.2B |
| Q3 2021 | 757 | $19.2B |
| Q2 2021 | 807 | $24.6B |
| Q1 2021 | 779 | $21.1B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Yum China Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 20,306,951 | $808.0M | 0.07% | +2,439,287+13.7% | Added |
| BlackRock Inc. | 18,812,999 | $748.6M | 0.02% | −931,641−4.7% | Reduced |
| Invesco Ltd. | 18,388,669 | $731.7M | 0.16% | −13,019,858−41.5% | Reduced |
| Price T Rowe Associates Inc | 16,744,864 | $666.3M | 0.08% | −1,377,211−7.6% | Reduced |
| Vanguard Group Inc | 15,844,766 | $630.5M | 0.01% | −372,925−2.3% | Reduced |
| Guardcap Asset Management Ltd | 12,223,942 | $486.4M | 5.96% | +3,389,987+38.4% | Added |
| Primavera Capital Management Ltd | – | $478.9M | 77.84% | – | – |
| Massachusetts Financial Services Co | 11,845,736 | $471.3M | 0.14% | −284,487−2.3% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 8,872,387 | $353.0M | 9.00% | +713,717+8.7% | Added |
| Royal Bank of Canada | 8,580,933 | $341.4M | 0.08% | +425,328+5.2% | Added |
| FIL Ltd | 7,459,282 | $295.8M | 0.29% | −124,982−1.6% | Reduced |
| Dodge & Cox | 6,719,862 | $267.4M | 0.16% | +3,554,331+112.3% | Added |
| State Street Corp | 6,268,657 | $249.4M | 0.01% | −80,563−1.3% | Reduced |
| Loomis Sayles & Co L P | 5,722,695 | $227.7M | 0.32% | −136,587−2.3% | Reduced |
| Norges Bank | 5,712,773 | $227.2M | 0.04% | −551,009−8.8% | Reduced |
| Bank of America Corp | 5,566,035 | $221.5M | 0.02% | +347,512+6.7% | Added |
| Principal Financial Group Inc | 4,420,115 | $175.6M | 0.10% | +454,204+11.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,820,531 | $152.0M | 0.24% | +53,744+1.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,693,872 | $148.4M | 0.34% | +8,892+0.2% | Added |
| UBS Asset Management Americas Inc | 3,420,349 | $136.1M | 0.05% | +11,258+0.3% | Added |
| Vontobel Asset Management Inc | 3,168,519 | $135.3M | 0.75% | +496,840+18.6% | Added |
| Alliancebernstein L.P. | 3,131,772 | $124.6M | 0.04% | +107,122+3.5% | Added |
| Geode Capital Management, LLC | 3,082,992 | $122.1M | 0.01% | −303,309−9.0% | Reduced |
| Legal & General Group Plc | 3,044,192 | $120.9M | 0.03% | −153,433−4.8% | Reduced |
| Mondrian Investment Partners LTD | 2,811,769 | $112.1M | 1.54% | +1,197,303+74.2% | Added |
| Nuveen Asset Management, LLC | 2,546,436 | $101.3M | 0.03% | +1,382,905+118.9% | Added |
| Morgan Stanley | 2,430,455 | $96.7M | 0.01% | −590,661−19.6% | Reduced |
| Deutsche Bank AG | 2,388,839 | $95.1M | 0.04% | +114,993+5.1% | Added |
| Goldman Sachs Group Inc | 1,910,294 | $76.0M | 0.02% | +58,496+3.2% | Added |
| Amundi | 2,033,006 | $75.9M | 0.03% | −1,225,620−37.6% | Reduced |
| HSBC Holdings PLC | 1,851,617 | $73.4M | 0.05% | +99,112+5.7% | Added |
| Temasek Holdings (Private) Ltd | 1,822,905 | $72.5M | 0.40% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,796,093 | $71.5M | 0.02% | −150,027−7.7% | Reduced |
| Earnest Partners LLC | 1,666,279 | $65.6M | 0.30% | +1,666,279 | New |
| PBCay One RSC Ltd | 1,606,000 | $63.9M | 10.92% | +595,141+58.9% | Added |
| Franklin Resources Inc | 1,611,307 | $63.9M | 0.02% | +219,875+15.8% | Added |
| Two Sigma Investments, LP | 1,578,318 | $62.8M | 0.15% | +722,739+84.5% | Added |
| Bank of New York Mellon Corp | 1,565,922 | $62.3M | 0.01% | −589,264−27.3% | Reduced |
| UBS Group AG | 1,518,516 | $60.4M | 0.02% | +714,421+88.8% | Added |
| Credit Suisse AG | 1,396,315 | $55.6M | 0.05% | −97,446−6.5% | Reduced |
| Barclays PLC | 1,396,304 | $55.6M | 0.03% | +283,640+25.5% | Added |
| Jane Street Group, LLC | 1,306,137 | $52.0M | 0.07% | +610,963+87.9% | Added |
| Manufacturers Life Insurance Company, The | 1,277,831 | $50.3M | 0.05% | −70,077−5.2% | Reduced |
| Two Sigma Advisers, LP | 1,261,850 | $50.2M | 0.12% | +1,049,100+493.1% | Added |
| Raymond James & Associates | 1,186,953 | $47.2M | 0.03% | +372,317+45.7% | Added |
| Cooper Investors Pty Ltd | 1,176,148 | $46.8M | 2.70% | +30,111+2.6% | Added |
| Man Group plc | 1,158,796 | $46.1M | 0.12% | −3,491−0.3% | Reduced |
| Millennium Management LLC | 1,118,182 | $44.5M | 0.04% | −175,931−13.6% | Reduced |
| Schroder Investment Management Group | 1,084,687 | $43.2M | 0.05% | −1,337,359−55.2% | Reduced |
| Canada Pension Plan Investment Board | 987,725 | $39.3M | 0.04% | +286,307+40.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 936,955 | $37.3M | 0.03% | −22,355−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 924,269 | $37.1M | 0.07% | +40,384+4.6% | Added |
| Swiss National Bank | 916,333 | $36.5M | 0.03% | −5,900−0.6% | Reduced |
| Matthews International Capital Management LLC | 903,001 | $35.9M | 7.08% | −1,069,050−54.2% | Reduced |
| Northern Trust Corp | 837,301 | $33.3M | 0.01% | −23,965−2.8% | Reduced |
| BNP Paribas Arbitrage, SA | 809,663 | $32.2M | 0.04% | −71,984−8.2% | Reduced |
| Broad Peak Investment Holdings Ltd. | 788,041 | $31.4M | 5.90% | −955,082−54.8% | Reduced |
| Waverton Investment Management Ltd | 778,042 | $31.0M | 0.64% | +283,730+57.4% | Added |
| Thrivent Financial for Lutherans | 761,560 | $30.3M | 0.06% | +636,497+508.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 755,208 | $30.0M | 0.08% | −272,993−26.6% | Reduced |
| Pictet Asset Management Holding SA | 733,387 | $29.2M | 0.03% | +293,850+66.9% | Added |
| Bamco Inc | 721,940 | $28.7M | 0.08% | −41,963−5.5% | Reduced |
| FMR LLC | 705,670 | $28.1M | 0.00% | −18,424−2.5% | Reduced |
| Perseverance Asset Management International | 693,819 | $27.6M | 4.98% | +620,250+843.1% | Added |
| Alberta Investment Management Corp | 675,762 | $26.9M | 0.27% | +365,738+118.0% | Added |
| Royal London Asset Management Ltd | 661,400 | $26.3M | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 643,413 | $25.6M | 0.04% | +30,916+5.0% | Added |
| Ceredex Value Advisors LLC | 605,100 | $24.1M | 0.42% | +605,100 | New |
| Tremblant Capital Group | 602,618 | $24.0M | 2.70% | +67,588+12.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 448,283 | $23.9M | 0.05% | −23,955−5.1% | Reduced |
| Carrhae Capital LLP | 598,622 | $23.8M | 4.67% | +598,622 | New |
| Great West Life Assurance Co | 588,045 | $23.4M | 0.05% | −62,875−9.7% | Reduced |
| Nordea Investment Management AB | 584,041 | $23.1M | 0.03% | +214,420+58.0% | Added |
| Lazard Asset Management LLC | 571,000 | $22.7M | 0.03% | −151,437−21.0% | Reduced |
| Marathon Asset Mgmt Ltd | 558,515 | $22.2M | 0.59% | +46,244+9.0% | Added |
| APG Asset Management N.V. | 592,668 | $21.8M | 0.04% | −215,200−26.6% | Reduced |
| Avanda Investment Management Pte. Ltd. | 522,450 | $20.6M | 2.76% | −8,200−1.5% | Reduced |
| Russell Investments Group, Ltd. | 513,114 | $20.4M | 0.03% | +383,160+294.8% | Added |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 486,057 | $19.3M | 0.31% | +486,057 | New |
| American Century Companies Inc | 469,446 | $18.7M | 0.01% | −191,717−29.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 461,036 | $18.3M | 0.06% | +167,228+56.9% | Added |
| Bridgewater Associates, LP | 454,330 | $18.1M | 0.09% | −300,639−39.8% | Reduced |
| Heritage Investors Management Corp | 433,595 | $17.3M | 0.61% | +23,829+5.8% | Added |
| Point72 Asset Management, L.P. | 432,435 | $17.2M | 0.05% | +432,435 | New |
| Barings LLC | 425,831 | $16.9M | 0.43% | −117,182−21.6% | Reduced |
| State of New Jersey Common Pension Fund D | 418,969 | $16.7M | 0.05% | −14,702−3.4% | Reduced |
| AQR Capital Management LLC | 415,363 | $16.5M | 0.03% | −259−0.1% | Reduced |
| Holowesko Partners Ltd. | 412,700 | $16.4M | 6.71% | +180,000+77.4% | Added |
| Rathbone Brothers plc | 399,799 | $15.9M | 0.09% | −45,949−10.3% | Reduced |
| Storebrand Asset Management AS | 390,897 | $15.6M | 0.05% | +4,019+1.0% | Added |
| Zuckerman Investment Group, LLC | 387,008 | $15.4M | 1.75% | +103,652+36.6% | Added |
| Caisse de Depot Et Placement du Quebec | 385,970 | $15.3M | 0.04% | −18,884−4.7% | Reduced |
| Acadian Asset Management LLC | 380,824 | $15.1M | 0.05% | +374,508+5,929.5% | Added |
| Comgest Global Investors S.A.S. | 362,831 | $14.4M | 0.20% | +362,831 | New |
| Citigroup Inc | 359,283 | $14.3M | 0.02% | +97,442+37.2% | Added |
| Standard Life Aberdeen plc | 346,224 | $13.8M | 0.03% | +34,152+10.9% | Added |
| Natixis Advisors, L.P. | 345,132 | $13.7M | 0.03% | +5,649+1.7% | Added |
| Allianz Asset Management GmbH | 334,232 | $13.3M | 0.02% | −512,308−60.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 319,870 | $12.7M | 8.34% | −55,912−14.9% | Reduced |
| Polen Capital Management LLC | 307,085 | $12.2M | 0.03% | +35,719+13.2% | Added |