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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
LMR Partners LLP48,400$1.93M0.05%+4,150+9.4%Added
TD Asset Management Inc46,882$1.87M0.00%−93,878−66.7%Reduced
M&T Bank Corp46,522$1.85M0.01%−6,514−12.3%Reduced
Exencial Wealth Advisors, LLC45,552$1.81M0.07%+27,498+152.3%Added
Burgundy Asset Management Ltd.44,890$1.79M0.02%−2,138−4.5%Reduced
Advisor Group Holdings, Inc.44,576$1.77M0.00%−5,176−10.4%Reduced
Gsa Capital Partners LLP44,299$1.76M0.14%+35,663+413.0%Added
Ensign Peak Advisors, Inc43,750$1.74M0.00%00.0%Unchanged
Nomura Holdings Inc43,721$1.74M0.01%−28,471−39.4%Reduced
Concentric Capital Strategies, LP43,207$1.72M0.11%+43,207New
Pathstone Holdings, LLC42,740$1.70M0.01%+7,996+23.0%Added
Searle & Co.42,260$1.68M0.43%−200−0.5%Reduced
Gallacher Capital Management LLC42,020$1.67M0.85%00.0%Unchanged
Nomura Asset Management Co Ltd42,000$1.67M0.01%−6,300−13.0%Reduced
HRT Financial LP40,011$1.59M0.01%−50,042−55.6%Reduced
Segantii Capital Management Ltd40,000$1.59M0.16%+40,000New
Dean Investment Associates, LLC39,916$1.59M0.22%+39,916New
YHB Investment Advisors, Inc.39,119$1.56M0.14%−14,312−26.8%Reduced
Cambridge Investment Research Advisors, Inc.38,155$1.52M0.01%+11,323+42.2%Added
Bartlett & Co. Wealth Management LLC38,144$1.52M0.02%−371−1.0%Reduced
Taikang Asset Management (Hong Kong) Co Ltd37,668$1.50M0.32%+37,668New
E. Ohman J:or Asset Management AB37,600$1.50M0.04%−3,500−8.5%Reduced
Rockefeller Capital Management L.P.37,265$1.48M0.00%+16,968+83.6%Added
Capstone Investment Advisors, LLC37,050$1.47M0.03%+37,050New
Banco Santander, S.A.36,638$1.46M0.02%+4,328+13.4%Added
Campbell & CO Investment Adviser LLC36,532$1.45M0.13%+5,236+16.7%Added
Naples Global Advisors, LLC36,468$1.45M0.15%+9,145+33.5%Added
Jump Financial, LLC36,123$1.44M0.04%+36,123New
Bank Julius Baer & Co. Ltd, Zurich35,601$1.42M0.01%−515,490−93.5%Reduced
Voya Investment Management LLC35,667$1.42M0.00%−9,965−21.8%Reduced
Pavion Blue Capital, LLC35,446$1.41M0.70%−446−1.2%Reduced
Timber Creek Capital Management LLC35,341$1.41M0.44%+20,512+138.3%Added
Raymond James Financial Services Advisors, Inc.34,498$1.37M0.00%−3,952−10.3%Reduced
Letson Investment Management, Inc.34,277$1.36M0.58%−257−0.7%Reduced
William Blair Investment Management, LLC33,800$1.33M0.00%+23,950+243.1%Added
CI Private Wealth, LLC33,421$1.33M0.00%−5,417−13.9%Reduced
Toronto Dominion Bank31,817$1.27M0.00%+8,406+35.9%Added
Cadent Capital Advisors, LLC30,460$1.21M0.48%+128+0.4%Added
River & Mercantile Asset Management LLP30,024$1.19M0.30%+22,890+320.9%Added
AIA Group Ltd28,122$1.12M0.04%+14,663+108.9%Added
Comerica Bank27,246$1.08M0.00%−4,577−14.4%Reduced
DnB Asset Management AS27,117$1.08M0.01%+1,744+6.9%Added
Atria Investments LLC27,022$1.08M0.01%+726+2.8%Added
Fernwood Investment Management, LLC26,670$1.06M0.31%−2,680−9.1%Reduced
IFM Investors Pty Ltd26,540$1.06M0.01%00.0%Unchanged
Dean Capital Management26,524$1.06M0.61%+26,524New
US Bancorp26,124$1.04M0.00%−13,404−33.9%Reduced
JustInvest LLC25,832$1.03M0.02%+1,988+8.3%Added
Blair William & Co25,337$1.01M0.00%−5,198−17.0%Reduced
Everett Harris & Co24,978$993.9K0.01%00.0%Unchanged
Cetera Investment Advisers24,284$966.3K0.00%+18,437+315.3%Added
D.A. Davidson & Co.24,063$957.5K0.01%+100+0.4%Added
Van Berkom & Associates Inc.24,200$953.0K0.03%+1,150+5.0%Added
Cresset Asset Management, LLC23,526$936.1K0.00%+10,243+77.1%Added
Mariner, LLC23,478$934.1K0.00%−3,377−12.6%Reduced
Enterprise Financial Services Corp22,604$899.4K0.54%−150−0.7%Reduced
Stableford Capital II LLC22,266$886.0K0.36%−277−1.2%Reduced
Glenmede Trust Co NA22,020$876.2K0.00%−440−2.0%Reduced
Ramirez Asset Management, Inc.21,998$875.3K0.18%−1,150−5.0%Reduced
Highland Capital Management, LLC21,000$835.6K0.05%00.0%Unchanged
Cloverfields Capital Group, LP20,322$808.6K0.27%+221+1.1%Added
Cohen Capital Management, Inc.19,950$793.8K0.14%00.0%Unchanged
Synovus Financial Corp19,449$773.9K0.01%−776−3.8%Reduced
Beacon Pointe Advisors, LLC19,343$769.6K0.01%+429+2.3%Added
Silvercrest Asset Management Group LLC19,197$763.8K0.01%00.0%Unchanged
Harbor Advisors LLC19,000$756.0K0.14%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd26,100$741.7K0.02%−5,000−16.1%Reduced
Group One Trading, L.P.18,640$741.7K0.03%+18,640New
Capital Advisors Inc18,628$741.2K0.02%−300−1.6%Reduced
Principal Securities, Inc.18,366$730.8K0.02%+6,681+57.2%Added
Cassaday & Co Wealth Management LLC17,916$712.9K0.02%+40.0%Added
Envestnet Portfolio Solutions, Inc.17,548$698.3K0.00%+8,394+91.7%Added
IMC-Chicago, LLC17,530$697.5K0.02%+17,530New
Ethic Inc.17,175$683.4K0.02%−3,421−16.6%Reduced
BI Asset Management Fondsmaeglerselskab A/S17,153$683.0K0.01%−812−4.5%Reduced
Wealth Enhancement Advisory Services, LLC17,075$679.4K0.00%−993−5.5%Reduced
Osborne Partners Capital Management, LLC16,980$675.6K0.04%00.0%Unchanged
Illinois Municipal Retirement Fund16,926$673.0K0.01%00.0%Unchanged
Nine Masts Capital Ltd16,650$655.7K0.17%+16,650New
North Star Investment Management Corp.16,327$649.6K0.05%−799−4.7%Reduced
Salem Investment Counselors Inc16,311$649.0K0.02%00.0%Unchanged
Parallax Volatility Advisers, L.P.16,046$638.5K0.02%+16,046New
Mitchell McLeod Pugh & Williams Inc15,922$633.5K0.15%00.0%Unchanged
Assenagon Asset Management S.A.15,862$631.1K0.00%−709−4.3%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd15,709$625.1K0.01%+1,210+8.3%Added
Oak Ridge Investments LLC15,643$622.4K0.06%−1,195−7.1%Reduced
Boston Private Wealth LLC15,522$617.6K0.01%−3,013−16.3%Reduced
Brown Advisory Inc15,291$608.4K0.00%−117−0.8%Reduced
MAI Capital Management15,081$600.1K0.01%+407+2.8%Added
GTS Securities LLC15,054$599.0K0.02%+8,681+136.2%Added
Walleye Capital LLC14,620$581.7K0.01%+597+4.3%Added
Petrus Trust Company, LTA14,575$579.9K0.05%−7,995−35.4%Reduced
Baird Financial Group, Inc.14,573$579.9K0.00%+74+0.5%Added
Mesirow Financial Investment Management, Inc.14,507$577.3K0.01%+3,969+37.7%Added
Kestra Advisory Services, LLC14,499$576.9K0.00%+530+3.8%Added
Sequoia Financial Advisors, LLC14,252$567.1K0.01%−8,864−38.3%Reduced
STRS Ohio14,255$567.0K0.00%−55,400−79.5%Reduced
Fisher Asset Management, LLC14,149$563.0K0.00%−3,390−19.3%Reduced
Mercer Global Advisors Inc14,072$560.0K0.00%−1,463−9.4%Reduced
Simplex Trading, LLC14,055$559.0K0.02%+14,055New