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 2025
Institutional positions in Yum China Holdings, Inc. as of Mar 31, 2025. 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
- 734
- +31 vs. Q4 2024
- Shares held
- 310.9M
- +15.7M (+5.3%) vs. Q4 2024
- Total value
- $15.4B
- +$1.27B (+8.9%) vs. Q4 2024
- New holders
- 87
- 215 more added
- Sold out
- 56
- 241 more reduced
12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 666 | $9.41B |
| Q1 2026 | 708 | $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 2025
Shares, value and share of portfolio for each institution holding Yum China Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 34,443 | $1.79M | 0.02% | −1,675−4.6% | Reduced |
| LGT Group Foundation | 34,532 | $1.80M | 0.02% | +208+0.6% | Added |
| Ensign Peak Advisors, Inc | 35,150 | $1.83M | 0.00% | −8,600−19.7% | Reduced |
| Euro Pacific Asset Management, LLC | 35,451 | $1.85M | 0.34% | +152+0.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 36,036 | $1.88M | 0.07% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 36,356 | $1.89M | 0.50% | −10,805−22.9% | Reduced |
| Stifel Financial Corp | 36,501 | $1.90M | 0.00% | −8,086−18.1% | Reduced |
| Voya Investment Management LLC | 37,424 | $1.95M | 0.00% | +767+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 38,025 | $1.98M | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 38,100 | $1.98M | 0.01% | −1,216−3.1% | Reduced |
| CI Private Wealth, LLC | 38,430 | $2.00M | 0.00% | +126+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 38,970 | $2.03M | 0.01% | +36,311+1,365.6% | Added |
| JustInvest LLC | 39,446 | $2.05M | 0.03% | +3,932+11.1% | Added |
| Squarepoint Ops LLC | 39,526 | $2.06M | 0.01% | −18,035−31.3% | Reduced |
| Banque Pictet & Cie SA | 40,350 | $2.09M | 0.02% | +40,350 | New |
| New York Life Investment Management LLC | 40,264 | $2.10M | 0.02% | −420−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 40,358 | $2.10M | 0.11% | −6,958−14.7% | Reduced |
| Advisor Group Holdings, Inc. | 41,137 | $2.14M | 0.00% | +893+2.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,526,026 | $2.18M | 0.01% | +11,346,069+6,304.9% | Added |
| Gallacher Capital Management LLC | 42,020 | $2.19M | 1.07% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 43,796 | $2.28M | 0.01% | +2,869+7.0% | Added |
| Templeton & Phillips Capital Management, LLC | 44,175 | $2.30M | 1.65% | 00.0% | Unchanged |
| AXA S.A. | 45,013 | $2.34M | 0.01% | +13,727+43.9% | Added |
| Summit Trail Advisors, LLC | 45,540 | $2.37M | 0.08% | +32,745+255.9% | Added |
| Naples Global Advisors, LLC | 45,649 | $2.38M | 0.23% | −84−0.2% | Reduced |
| New York State Common Retirement Fund | 45,800 | $2.38M | 0.00% | −33,600−42.3% | Reduced |
| Nomura Asset Management Co Ltd | 45,900 | $2.39M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 46,110 | $2.40M | 0.01% | −484−1.0% | Reduced |
| TD Asset Management Inc | 46,534 | $2.42M | 0.00% | −3,403−6.8% | Reduced |
| Commerce Bank | 47,262 | $2.46M | 0.02% | −1,133−2.3% | Reduced |
| Okabena Investment Services Inc | 50,003 | $2.60M | 0.66% | +226+0.5% | Added |
| Dean Investment Associates, LLC | 50,199 | $2.61M | 0.39% | +1,855+3.8% | Added |
| Rhumbline Advisers | 50,918 | $2.65M | 0.00% | −11,928−19.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 51,799 | $2.70M | 0.05% | +432+0.8% | Added |
| Rathbone Brothers plc | 53,722 | $2.80M | 0.01% | −160−0.3% | Reduced |
| Quantinno Capital Management LP | 53,915 | $2.81M | 0.02% | +39,840+283.1% | Added |
| Legacy Wealth Asset Management, LLC | 55,445 | $2.89M | 0.80% | −556−1.0% | Reduced |
| Caas Capital Management LP | 56,134 | $2.92M | 1.39% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 60,122 | $3.13M | 0.46% | +3,018+5.3% | Added |
| Asset Management One Co.,Ltd. | 60,932 | $3.17M | 0.01% | +4,036+7.1% | Added |
| Nisa Investment Advisors, LLC | 61,085 | $3.18M | 0.02% | −225−0.4% | Reduced |
| APG Asset Management N.V. | 66,959 | $3.23M | 0.01% | +5,200+8.4% | Added |
| Earnest Partners LLC | 62,170 | $3.24M | 0.02% | −7,956−11.3% | Reduced |
| CIBC World Markets Inc. | 62,863 | $3.27M | 0.01% | −190,588−75.2% | Reduced |
| Fayez Sarofim & Co | 63,876 | $3.33M | 0.01% | +3,366+5.6% | Added |
| Cerity Partners LLC | 64,554 | $3.36M | 0.01% | +5,274+8.9% | Added |
| CIBC Private Wealth Group, LLC | 77,141 | $3.39M | 0.01% | −3,156−3.9% | Reduced |
| MML Investors Services, LLC | 65,703 | $3.42M | 0.01% | −160−0.2% | Reduced |
| Caption Management, LLC | 65,836 | $3.43M | 0.16% | +65,836 | New |
| JB Capital LLC | 67,798 | $3.53M | 0.19% | +755+1.1% | Added |
| Danske Bank A/S | 68,977 | $3.59M | 0.01% | +20,500+42.3% | Added |
| PDT Partners, LLC | 68,988 | $3.59M | 0.26% | +68,988 | New |
| La Banque Postale Asset Management SA | 72,000 | $3.75M | 0.06% | +23,000+46.9% | Added |
| Truist Financial Corp | 72,472 | $3.77M | 0.01% | −1,742−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 72,659 | $3.78M | 0.01% | −1,704−2.3% | Reduced |
| Susquehanna Advisors Group, Inc. | 73,300 | $3.82M | 0.24% | 00.0% | Unchanged |
| Prudential Financial Inc | 74,127 | $3.86M | 0.01% | −80,600−52.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 75,385 | $3.92M | 0.02% | +1,600+2.2% | Added |
| Creative Planning | 75,708 | $3.94M | 0.00% | +4,055+5.7% | Added |
| Schroder Investment Management Group | 79,433 | $4.12M | 0.00% | −22,970−22.4% | Reduced |
| Flossbach Von Storch AG | 80,000 | $4.16M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 82,488 | $4.29M | 0.01% | +2,183+2.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 85,500 | $4.45M | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 85,500 | $4.45M | 0.02% | −49,281−36.6% | Reduced |
| Polen Capital Management LLC | 86,045 | $4.48M | 0.01% | +47+0.1% | Added |
| Allianz Asset Management GmbH | 86,244 | $4.49M | 0.01% | −204,161−70.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 88,358 | $4.60M | 0.04% | +28,583+47.8% | Added |
| California State Teachers Retirement System | 88,853 | $4.63M | 0.01% | +45,687+105.8% | Added |
| RedJay Asset Management Inc. | 90,000 | $4.69M | 2.53% | −35,000−28.0% | Reduced |
| Jupiter Asset Management Ltd | 90,100 | $4.69M | 0.04% | −570,800−86.4% | Reduced |
| Cohen Klingenstein LLC | 91,399 | $4.76M | 0.17% | 00.0% | Unchanged |
| National Pension Service | 97,630 | $5.08M | 0.00% | −5,251−5.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 98,629 | $5.13M | 0.03% | +4,782+5.1% | Added |
| Ellsworth Advisors, LLC | 99,599 | $5.19M | 1.36% | +99,599 | New |
| Police & Firemen's Retirement System of New Jersey | 99,684 | $5.19M | 0.05% | +3,819+4.0% | Added |
| Woodline Partners LP | 102,563 | $5.34M | 0.03% | −140,617−57.8% | Reduced |
| Standard Life Aberdeen plc | 103,740 | $5.34M | 0.01% | −313,608−75.1% | Reduced |
| Acadian Asset Management LLC | 108,813 | $5.66M | 0.02% | −232,431−68.1% | Reduced |
| Banque Cantonale Vaudoise | 109,245 | $5.69M | 0.25% | +109,245 | New |
| Canada Pension Plan Investment Board | 110,400 | $5.75M | 0.01% | +110,400 | New |
| Aperture Investors, LLC | 116,347 | $6.06M | 0.92% | 00.0% | Unchanged |
| Credit Agricole S A | 116,992 | $6.09M | 0.02% | +13,928+13.5% | Added |
| The PNC Financial Services Group, Inc. | 117,373 | $6.11M | 0.00% | −11,384−8.8% | Reduced |
| Omers Administration Corp | 118,390 | $6.16M | 0.05% | −115,850−49.5% | Reduced |
| Kodai Capital Management LP | 120,079 | $6.25M | 0.25% | +120,079 | New |
| KLP Kapitalforvaltning AS | 122,300 | $6.37M | 0.03% | +1,100+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 122,416 | $6.37M | 0.07% | −6,073−4.7% | Reduced |
| LPL Financial LLC | 122,814 | $6.39M | 0.00% | +3,761+3.2% | Added |
| Ativo Capital Management LLC | 124,780 | $6.50M | 5.56% | +124,780 | New |
| KBC Group NV | 125,476 | $6.53M | 0.02% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 126,479 | $6.58M | 0.04% | −1,220−1.0% | Reduced |
| Erste Asset Management GmbH | 127,056 | $6.70M | 0.09% | −50,000−28.2% | Reduced |
| Van Eck Associates Corp | 128,797 | $6.71M | 0.01% | +15,645+13.8% | Added |
| M&G Plc | 136,074 | $7.08M | 0.03% | −51,641−27.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 137,216 | $7.14M | 0.02% | −242,404−63.9% | Reduced |
| Public Sector Pension Investment Board | 143,593 | $7.48M | 0.03% | +22,000+18.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 144,830 | $7.54M | 0.01% | +3,830+2.7% | Added |
| British Columbia Investment Management Corp | 148,450 | $7.73M | 0.05% | −500−0.3% | Reduced |
| Citadel Advisors LLC | 149,557 | $7.79M | 0.01% | −10,630−6.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 150,550 | $7.84M | 0.50% | −330,300−68.7% | Reduced |