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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.

Institutional holdersQ1 2024: 673 institutions
Q1 2021: 779 institutionsQ2 2021: 807 institutionsQ3 2021: 757 institutionsQ4 2021: 763 institutionsQ1 2022: 673 institutionsQ2 2022: 688 institutionsQ3 2022: 666 institutionsQ4 2022: 734 institutionsQ1 2023: 746 institutionsQ2 2023: 736 institutionsQ3 2023: 702 institutionsQ4 2023: 683 institutionsQ1 2024: 673 institutionsQ2 2024: 629 institutionsQ3 2024: 682 institutionsQ4 2024: 715 institutionsQ1 2025: 734 institutionsQ2 2025: 690 institutionsQ3 2025: 663 institutionsQ4 2025: 675 institutionsQ1 2026: 708 institutionsQ2 2026: 666 institutions
Value heldQ1 2024: $11.8B
Q1 2021: $21.1BQ2 2021: $24.6BQ3 2021: $19.2BQ4 2021: $16.2BQ1 2022: $14.0BQ2 2022: $15.9BQ3 2022: $16.0BQ4 2022: $17.7BQ1 2023: $20.5BQ2 2023: $17.8BQ3 2023: $17.3BQ4 2023: $12.9BQ1 2024: $11.8BQ2 2024: $8.99BQ3 2024: $12.9BQ4 2024: $14.2BQ1 2025: $15.4BQ2 2025: $12.5BQ3 2025: $10.4BQ4 2025: $11.0BQ1 2026: $11.1BQ2 2026: $9.41B
Institutions holding YUMC and their total value by quarter
QuarterHoldersValue
Q2 2026666$9.41B
Q1 2026708$11.1B
Q4 2025675$11.0B
Q3 2025663$10.4B
Q2 2025690$12.5B
Q1 2025734$15.4B
Q4 2024715$14.2B
Q3 2024682$12.9B
Q2 2024629$8.99B
Q1 2024673$11.8B
Q4 2023683$12.9B
Q3 2023702$17.3B
Q2 2023736$17.8B
Q1 2023746$20.5B
Q4 2022734$17.7B
Q3 2022666$16.0B
Q2 2022688$15.9B
Q1 2022673$14.0B
Q4 2021763$16.2B
Q3 2021757$19.2B
Q2 2021807$24.6B
Q1 2021779$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.

Institutions holding YUMC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mirae Asset Global Investments Co., Ltd.448,283$23.9M0.05%−23,955−5.1%Reduced
Tremblant Capital Group602,618$24.0M2.70%+67,588+12.6%Added
Ceredex Value Advisors LLC605,100$24.1M0.42%+605,100New
Mackenzie Financial Corp643,413$25.6M0.04%+30,916+5.0%Added
Royal London Asset Management Ltd661,400$26.3M0.07%00.0%Unchanged
Alberta Investment Management Corp675,762$26.9M0.27%+365,738+118.0%Added
Perseverance Asset Management International693,819$27.6M4.98%+620,250+843.1%Added
FMR LLC705,670$28.1M0.00%−18,424−2.5%Reduced
Bamco Inc721,940$28.7M0.08%−41,963−5.5%Reduced
Pictet Asset Management Holding SA733,387$29.2M0.03%+293,850+66.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.755,208$30.0M0.08%−272,993−26.6%Reduced
Thrivent Financial for Lutherans761,560$30.3M0.06%+636,497+508.9%Added
Waverton Investment Management Ltd778,042$31.0M0.64%+283,730+57.4%Added
Broad Peak Investment Holdings Ltd.788,041$31.4M5.90%−955,082−54.8%Reduced
BNP Paribas Arbitrage, SA809,663$32.2M0.04%−71,984−8.2%Reduced
Northern Trust Corp837,301$33.3M0.01%−23,965−2.8%Reduced
Matthews International Capital Management LLC903,001$35.9M7.08%−1,069,050−54.2%Reduced
Swiss National Bank916,333$36.5M0.03%−5,900−0.6%Reduced
CIBC Private Wealth Group, LLC924,269$37.1M0.07%+40,384+4.6%Added
Sumitomo Mitsui Trust Holdings, Inc.936,955$37.3M0.03%−22,355−2.3%Reduced
Canada Pension Plan Investment Board987,725$39.3M0.04%+286,307+40.8%Added
Schroder Investment Management Group1,084,687$43.2M0.05%−1,337,359−55.2%Reduced
Millennium Management LLC1,118,182$44.5M0.04%−175,931−13.6%Reduced
Man Group plc1,158,796$46.1M0.12%−3,491−0.3%Reduced
Cooper Investors Pty Ltd1,176,148$46.8M2.70%+30,111+2.6%Added
Raymond James & Associates1,186,953$47.2M0.03%+372,317+45.7%Added
Two Sigma Advisers, LP1,261,850$50.2M0.12%+1,049,100+493.1%Added
Manufacturers Life Insurance Company, The1,277,831$50.3M0.05%−70,077−5.2%Reduced
Jane Street Group, LLC1,306,137$52.0M0.07%+610,963+87.9%Added
Barclays PLC1,396,304$55.6M0.03%+283,640+25.5%Added
Credit Suisse AG1,396,315$55.6M0.05%−97,446−6.5%Reduced
UBS Group AG1,518,516$60.4M0.02%+714,421+88.8%Added
Bank of New York Mellon Corp1,565,922$62.3M0.01%−589,264−27.3%Reduced
Two Sigma Investments, LP1,578,318$62.8M0.15%+722,739+84.5%Added
Franklin Resources Inc1,611,307$63.9M0.02%+219,875+15.8%Added
PBCay One RSC Ltd1,606,000$63.9M10.92%+595,141+58.9%Added
Earnest Partners LLC1,666,279$65.6M0.30%+1,666,279New
Dimensional Fund Advisors LP1,796,093$71.5M0.02%−150,027−7.7%Reduced
Temasek Holdings (Private) Ltd1,822,905$72.5M0.40%00.0%Unchanged
HSBC Holdings PLC1,851,617$73.4M0.05%+99,112+5.7%Added
Amundi2,033,006$75.9M0.03%−1,225,620−37.6%Reduced
Goldman Sachs Group Inc1,910,294$76.0M0.02%+58,496+3.2%Added
Deutsche Bank AG2,388,839$95.1M0.04%+114,993+5.1%Added
Morgan Stanley2,430,455$96.7M0.01%−590,661−19.6%Reduced
Nuveen Asset Management, LLC2,546,436$101.3M0.03%+1,382,905+118.9%Added
Mondrian Investment Partners LTD2,811,769$112.1M1.54%+1,197,303+74.2%Added
Legal & General Group Plc3,044,192$120.9M0.03%−153,433−4.8%Reduced
Geode Capital Management, LLC3,082,992$122.1M0.01%−303,309−9.0%Reduced
Alliancebernstein L.P.3,131,772$124.6M0.04%+107,122+3.5%Added
Vontobel Asset Management Inc3,168,519$135.3M0.75%+496,840+18.6%Added
UBS Asset Management Americas Inc3,420,349$136.1M0.05%+11,258+0.3%Added
Mitsubishi UFJ Trust & Banking Corp3,693,872$148.4M0.34%+8,892+0.2%Added
Allspring Global Investments Holdings, LLC3,820,531$152.0M0.24%+53,744+1.4%Added
Principal Financial Group Inc4,420,115$175.6M0.10%+454,204+11.5%Added
Bank of America Corp5,566,035$221.5M0.02%+347,512+6.7%Added
Norges Bank5,712,773$227.2M0.04%−551,009−8.8%Reduced
Loomis Sayles & Co L P5,722,695$227.7M0.32%−136,587−2.3%Reduced
State Street Corp6,268,657$249.4M0.01%−80,563−1.3%Reduced
Dodge & Cox6,719,862$267.4M0.16%+3,554,331+112.3%Added
FIL Ltd7,459,282$295.8M0.29%−124,982−1.6%Reduced
Royal Bank of Canada8,580,933$341.4M0.08%+425,328+5.2%Added
BLS Capital Fondsmaeglerselskab A/S8,872,387$353.0M9.00%+713,717+8.7%Added
Massachusetts Financial Services Co11,845,736$471.3M0.14%−284,487−2.3%Reduced
Primavera Capital Management Ltd–$478.9M77.84%––
Guardcap Asset Management Ltd12,223,942$486.4M5.96%+3,389,987+38.4%Added
Vanguard Group Inc15,844,766$630.5M0.01%−372,925−2.3%Reduced
Price T Rowe Associates Inc16,744,864$666.3M0.08%−1,377,211−7.6%Reduced
Invesco Ltd.18,388,669$731.7M0.16%−13,019,858−41.5%Reduced
BlackRock Inc.18,812,999$748.6M0.02%−931,641−4.7%Reduced
JPMorgan Chase & Co20,306,951$808.0M0.07%+2,439,287+13.7%Added
Liontrust Investment Partners LLP7,079––−598−7.8%Reduced
Pinebridge Investments, L.P.161,650––+68,850+74.2%Added
Leonteq Securities AG6,685––+809+13.8%Added
Veritas Asset Management LLP0$00.00%−2,199,338−100.0%Sold out
Renaissance Technologies LLC0$00.00%−734,400−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−557,615−100.0%Sold out
Andra AP-fonden0$00.00%−332,600−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−197,244−100.0%Sold out
NS Partners Ltd0$00.00%−157,770−100.0%Sold out
Woodline Partners LP0$00.00%−122,488−100.0%Sold out
Ativo Capital Management LLC0$00.00%−59,910−100.0%Sold out
Bank of Nova Scotia0$00.00%−56,224−100.0%Sold out
Cumberland Partners Ltd0$00.00%−40,860−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−53,100−100.0%Sold out
ABS Direct Equity Fund LLC0$00.00%−51,456−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−41,916−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−36,441−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−35,364−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−25,168−100.0%Sold out
Aigen Investment Management, LP0$00.00%−24,779−100.0%Sold out
Vestcor Inc0$00.00%−24,553−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−24,144−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−24,000−100.0%Sold out
Polianta Ltd0$00.00%−21,800−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−14,878−100.0%Sold out
Inceptionr LLC0$00.00%−14,691−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−13,515−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−13,515−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−12,234−100.0%Sold out
Baader Bank INC0$00.00%−12,013−100.0%Sold out