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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, Q2 2024

Institutional positions in Yum China Holdings, Inc. as of Jun 30, 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
629
−34 vs. Q1 2024
Shares held
291.6M
+12.2M (+4.4%) vs. Q1 2024
Total value
$8.99B
−$2.60B (−22.4%) vs. Q1 2024
New holders
59
194 more added
Sold out
93
212 more reduced

10 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 629 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: 709 institutionsQ2 2026: 666 institutions
Value heldQ2 2024: $8.99B
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 2026709$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, Q2 2024

Shares, value and share of portfolio for each institution holding Yum China Holdings, Inc.; share changes are against Q1 2024.

Institutions holding YUMC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co19,619,285$605.1M0.05%−687,666−3.4%Reduced
BlackRock Inc.17,373,314$535.8M0.01%−1,439,685−7.7%Reduced
Vanguard Group Inc15,390,497$474.6M0.01%−454,269−2.9%Reduced
Invesco Ltd.15,144,973$467.1M0.10%−3,243,696−17.6%Reduced
Price T Rowe Associates Inc14,464,261$446.1M0.05%−2,280,603−13.6%Reduced
Primavera Capital Management Ltd12,035,635$371.2M71.72%––
Massachusetts Financial Services Co11,967,353$369.1M0.11%+121,617+1.0%Added
Guardcap Asset Management Ltd10,759,532$331.8M4.74%−1,464,410−12.0%Reduced
Dodge & Cox10,681,262$329.4M0.20%+3,961,400+59.0%Added
BLS Capital Fondsmaeglerselskab A/S10,473,952$323.0M9.67%+1,601,565+18.1%Added
Royal Bank of Canada9,070,376$279.7M0.07%+489,443+5.7%Added
FIL Ltd7,963,214$245.8M0.24%+503,932+6.8%Added
State Street Corp6,093,974$187.9M0.01%−174,683−2.8%Reduced
Norges Bank5,816,390$179.4M0.03%+103,617+1.8%Added
Loomis Sayles & Co L P5,726,447$176.6M0.24%+3,752+0.1%Added
Principal Financial Group Inc5,256,309$162.1M0.10%+836,194+18.9%Added
Mondrian Investment Partners LTD4,394,628$133.2M2.05%+1,582,859+56.3%Added
UBS Asset Management Americas Inc4,090,808$126.2M0.04%+670,459+19.6%Added
Alliancebernstein L.P.4,066,842$125.4M0.04%+935,070+29.9%Added
Bank of America Corp3,598,447$111.0M0.01%−1,967,588−35.3%Reduced
Allspring Global Investments Holdings, LLC3,541,094$109.2M0.18%−279,437−7.3%Reduced
Geode Capital Management, LLC3,096,888$95.0M0.01%+13,896+0.5%Added
Legal & General Group Plc2,821,846$87.1M0.02%−222,346−7.3%Reduced
Wellington Management Group LLP2,646,299$81.6M0.01%+2,549,271+2,627.4%Added
Deutsche Bank AG2,417,391$74.6M0.03%+28,552+1.2%Added
UBS Group AG2,390,628$73.7M0.02%+872,112+57.4%Added
Earnest Partners LLC2,330,021$72.0M0.34%+663,742+39.8%Added
Morgan Stanley2,278,296$70.3M0.01%−152,159−6.3%Reduced
Goldman Sachs Group Inc2,120,977$65.4M0.01%+210,683+11.0%Added
Thrivent Financial for Lutherans2,069,134$63.8M0.13%+1,307,574+171.7%Added
Amundi1,895,769$59.4M0.02%−137,237−6.8%Reduced
HSBC Holdings PLC1,864,795$57.6M0.04%+13,178+0.7%Added
Temasek Holdings (Private) Ltd1,822,905$56.2M0.26%00.0%Unchanged
Dimensional Fund Advisors LP1,815,869$56.1M0.01%+19,776+1.1%Added
Franklin Resources Inc1,725,834$53.3M0.02%+114,527+7.1%Added
Man Group plc1,707,611$52.7M0.14%+548,815+47.4%Added
Alberta Investment Management Corp1,691,241$52.2M0.55%+1,015,479+150.3%Added
PBCay One RSC Ltd1,625,719$50.1M27.23%+19,719+1.2%Added
Citadel Advisors LLC1,569,857$48.4M0.05%+1,327,594+548.0%Added
Two Sigma Investments, LP1,459,110$45.0M0.11%−119,208−7.6%Reduced
Jane Street Group, LLC1,456,257$44.9M0.05%+150,120+11.5%Added
Perseverance Asset Management International1,321,849$40.8M5.35%+628,030+90.5%Added
Lind Value II ApS1,305,000$40.2M16.05%+1,305,000New
Two Sigma Advisers, LP1,220,150$37.6M0.08%−41,700−3.3%Reduced
Raymond James & Associates1,185,945$36.6M0.02%−1,008−0.1%Reduced
Manufacturers Life Insurance Company, The1,109,926$34.3M0.03%−167,905−13.1%Reduced
Voloridge Investment Management, LLC1,033,821$31.9M0.12%+1,033,821New
Bank of New York Mellon Corp1,027,881$31.7M0.01%−538,041−34.4%Reduced
DekaBank Deutsche Girozentrale1,002,958$31.4M0.06%+782,968+355.9%Added
Barclays PLC953,168$29.4M0.01%−443,136−31.7%Reduced
Waverton Investment Management Ltd932,527$28.8M0.54%+154,485+19.9%Added
CIBC Private Wealth Group, LLC935,647$28.5M0.05%+11,378+1.2%Added
Sumitomo Mitsui Trust Holdings, Inc.903,318$27.9M0.02%−33,637−3.6%Reduced
Charles Schwab Investment Management Inc899,019$27.8M0.01%+899,019New
Swiss National Bank897,933$27.7M0.02%−18,400−2.0%Reduced
BNP Paribas Arbitrage, SA882,602$27.2M0.03%+72,939+9.0%Added
Millennium Management LLC841,606$26.0M0.02%−276,576−24.7%Reduced
Qube Research & Technologies Ltd812,958$25.1M0.05%+729,200+870.6%Added
Matthews International Capital Management LLC779,238$24.0M5.23%−123,763−13.7%Reduced
Great West Life Assurance Co773,234$23.8M0.04%+185,189+31.5%Added
Northern Trust Corp689,924$21.3M0.00%−147,377−17.6%Reduced
Royal London Asset Management Ltd661,400$20.4M0.05%00.0%Unchanged
Marshall Wace, LLP649,879$20.0M0.03%+649,879New
Squarepoint Ops LLC632,616$19.5M0.07%+579,929+1,100.7%Added
Nordea Investment Management AB623,051$19.4M0.02%+39,010+6.7%Added
Tremblant Capital Group625,881$19.3M2.20%+23,263+3.9%Added
Canada Pension Plan Investment Board620,230$19.1M0.02%−367,495−37.2%Reduced
Mackenzie Financial Corp610,989$18.8M0.03%−32,424−5.0%Reduced
Avanda Investment Management Pte. Ltd.596,500$18.4M2.79%+74,050+14.2%Added
Lazard Asset Management LLC592,103$18.3M0.02%+21,103+3.7%Added
Nuveen Asset Management, LLC580,386$17.9M0.01%−1,966,050−77.2%Reduced
Bank of Montreal457,205$17.3M0.01%+190,582+71.5%Added
Twinbeech Capital LP553,240$17.1M0.34%+304,807+122.7%Added
American Century Companies Inc481,719$14.9M0.01%+12,273+2.6%Added
Bamco Inc475,345$14.7M0.04%−246,595−34.2%Reduced
Zuckerman Investment Group, LLC461,469$14.2M1.65%+74,461+19.2%Added
Cooper Investors Pty Ltd443,187$13.7M2.08%−732,961−62.3%Reduced
Schroder Investment Management Group442,376$13.6M0.02%−642,311−59.2%Reduced
Heritage Investors Management Corp440,531$13.6M0.47%+6,936+1.6%Added
Woodline Partners LP438,885$13.5M0.13%+438,885New
Pictet Asset Management Holding SA414,161$12.8M0.01%−319,226−43.5%Reduced
Caisse de Depot Et Placement du Quebec414,118$12.8M0.03%+28,148+7.3%Added
AQR Capital Management LLC412,964$12.7M0.02%−2,399−0.6%Reduced
Barings LLC408,048$12.6M0.31%−17,783−4.2%Reduced
Storebrand Asset Management AS405,643$12.5M0.04%+14,746+3.8%Added
Walleye Capital LLC403,753$12.5M0.13%+389,133+2,661.6%Added
KBC Group NV375,516$11.6M0.03%+141,984+60.8%Added
Mitsubishi UFJ Trust & Banking Corp375,036$11.6M0.03%−3,318,836−89.8%Reduced
Pictet North America Advisors SA374,681$11.5M1.25%+69,942+23.0%Added
Standard Life Aberdeen plc371,915$11.5M0.02%+25,691+7.4%Added
Natixis Advisors, L.P.351,038$10.8M0.02%+5,906+1.7%Added
Bridgewater Associates, LP347,483$10.7M0.06%−106,847−23.5%Reduced
Trexquant Investment LP333,741$10.3M0.16%+174,095+109.1%Added
E Fund Management (Hong Kong) Co., Ltd.314,777$9.71M5.95%−5,093−1.6%Reduced
SEI Investments Co312,376$9.63M0.01%+46,355+17.4%Added
Citigroup Inc300,978$9.28M0.01%−58,305−16.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.295,191$9.10M0.01%+32,337+12.3%Added
Vontobel Holding Ltd.285,462$8.80M0.03%+222,423+352.8%Added
Comgest Global Investors S.A.S.283,393$8.74M0.12%−79,438−21.9%Reduced
State of New Jersey Common Pension Fund D283,324$8.74M0.04%−135,645−32.4%Reduced