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 2025
Institutional positions in Yum China Holdings, Inc. as of Jun 30, 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
- 690
- −30 vs. Q1 2025
- Shares held
- 280.2M
- −27.9M (−9.1%) vs. Q1 2025
- Total value
- $12.5B
- −$2.92B (−18.9%) vs. Q1 2025
- New holders
- 75
- 196 more added
- Sold out
- 105
- 227 more reduced
14 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Yum China Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 29,150,667 | $1.30B | 0.09% | +5,164,701+21.5% | Added |
| BlackRock, Inc. | 17,726,236 | $792.5M | 0.02% | +846,455+5.0% | Added |
| Principal Financial Group Inc | 17,565,181 | $785.6M | 0.42% | +3,463,104+24.6% | Added |
| Vanguard Group Inc | 15,386,461 | $690.8M | 0.01% | +142,367+0.9% | Added |
| BLS Capital Fondsmaeglerselskab A/S | 14,283,156 | $638.6M | 20.58% | +1,351,353+10.4% | Added |
| Primavera Capital Management Ltd | 12,035,635 | $538.1M | 86.48% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,551,523 | $471.8M | 0.09% | +446,041+4.4% | Added |
| Guardcap Asset Management Ltd | 9,396,739 | $420.1M | 8.24% | −284,811−2.9% | Reduced |
| Dodge & Cox | 8,516,462 | $380.8M | 0.21% | +3,3000.0% | Added |
| Alliancebernstein L.P. | 5,871,382 | $262.5M | 0.09% | +677,928+13.1% | Added |
| State Street Corp | 5,835,968 | $260.9M | 0.01% | −35,552−0.6% | Reduced |
| FIL Ltd | 4,901,180 | $219.2M | 0.19% | −334,480−6.4% | Reduced |
| Wellington Management Group LLP | 4,788,429 | $214.2M | 0.04% | +789,114+19.7% | Added |
| Norges Bank | 4,513,463 | $201.8M | 0.03% | +299,150+7.1% | Added |
| Loomis Sayles & Co L P | 4,312,182 | $192.8M | 0.24% | −880,201−17.0% | Reduced |
| Waverton Investment Management Ltd | 4,312,378 | $192.8M | 2.65% | +316,513+7.9% | Added |
| Massachusetts Financial Services Co | 4,143,044 | $185.2M | 0.06% | −42,261−1.0% | Reduced |
| Bank of America Corp | 4,085,379 | $182.7M | 0.01% | −296,162−6.8% | Reduced |
| Bank of New York Mellon Corp | 3,976,708 | $177.8M | 0.03% | +140,005+3.6% | Added |
| Mawer Investment Management Ltd. | 3,769,865 | $168.6M | 0.85% | −274,240−6.8% | Reduced |
| Temasek Holdings (Private) Ltd | 3,721,858 | $166.4M | 0.65% | +868,188+30.4% | Added |
| Arrowstreet Capital, Limited Partnership | 3,442,095 | $153.9M | 0.11% | −991,179−22.4% | Reduced |
| UBS Asset Management Americas Inc | 3,398,008 | $151.9M | 0.03% | −149,535−4.2% | Reduced |
| Invesco Ltd. | 3,205,928 | $143.3M | 0.02% | −229,605−6.7% | Reduced |
| Price T Rowe Associates Inc | 2,925,599 | $130.8M | 0.01% | −7,213,851−71.1% | Reduced |
| Morgan Stanley | 2,700,195 | $120.7M | 0.01% | −377,128−12.3% | Reduced |
| Dimensional Fund Advisors LP | 2,322,390 | $103.9M | 0.02% | +352,766+17.9% | Added |
| FMR LLC | 2,279,291 | $101.9M | 0.01% | −8,087,642−78.0% | Reduced |
| Legal & General Group Plc | 2,237,724 | $100.1M | 0.02% | −152,186−6.4% | Reduced |
| Geode Capital Management, LLC | 2,182,529 | $96.4M | 0.01% | −17,338−0.8% | Reduced |
| HSBC Holdings PLC | 1,998,241 | $89.4M | 0.06% | −109,077−5.2% | Reduced |
| Northern Trust Corp | 1,967,733 | $88.0M | 0.01% | −109,089−5.3% | Reduced |
| Goldman Sachs Group Inc | 1,935,706 | $86.5M | 0.01% | +221,474+12.9% | Added |
| Manufacturers Life Insurance Company, The | 1,789,546 | $80.1M | 0.07% | −60,955−3.3% | Reduced |
| Barclays PLC | 1,697,622 | $75.9M | 0.03% | +397,672+30.6% | Added |
| Alberta Investment Management Corp | 1,667,900 | $74.6M | 0.59% | −385,190−18.8% | Reduced |
| UBS Group AG | 1,644,801 | $73.5M | 0.02% | −717,090−30.4% | Reduced |
| Franklin Resources Inc | 1,548,456 | $69.4M | 0.02% | +44,247+2.9% | Added |
| Deutsche Bank AG | 1,417,216 | $63.4M | 0.02% | −139,529−9.0% | Reduced |
| Amundi | 1,367,027 | $63.0M | 0.02% | −119,988−8.1% | Reduced |
| Vontobel Holding Ltd. | 1,357,309 | $60.7M | 0.20% | −77,789−5.4% | Reduced |
| Raymond James Financial Inc | 1,300,462 | $58.1M | 0.02% | −188,729−12.7% | Reduced |
| Marshall Wace, LLP | 1,133,560 | $50.7M | 0.06% | −678,702−37.5% | Reduced |
| Carrhae Capital LLP | 1,092,990 | $48.9M | 4.67% | +1,092,990 | New |
| Millennium Management LLC | 1,091,710 | $48.8M | 0.04% | +476,823+77.5% | Added |
| Man Group plc | 1,090,016 | $48.7M | 0.11% | +540,827+98.5% | Added |
| BNP Paribas Arbitrage, SA | 1,076,948 | $48.2M | 0.04% | +13,387+1.3% | Added |
| Nordea Investment Management AB | 1,026,244 | $45.7M | 0.04% | +15,896+1.6% | Added |
| DekaBank Deutsche Girozentrale | 1,001,107 | $45.3M | 0.08% | +781,117+355.1% | Added |
| Charles Schwab Investment Management Inc | 960,488 | $43.0M | 0.01% | −20,064−2.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 923,495 | $41.3M | 0.07% | −27,071−2.8% | Reduced |
| Perseverance Asset Management International | 882,562 | $39.5M | 9.93% | −218,525−19.8% | Reduced |
| Swiss National Bank | 849,933 | $38.0M | 0.02% | −12,600−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 840,889 | $37.6M | 0.02% | −26,937−3.1% | Reduced |
| Todd Asset Management LLC | 795,027 | $35.5M | 0.77% | +364,341+84.6% | Added |
| American Century Companies Inc | 776,932 | $34.7M | 0.02% | +86,849+12.6% | Added |
| Citadel Advisors LLC | 738,167 | $33.0M | 0.03% | +588,610+393.6% | Added |
| London & Capital Asset Management Ltd | 734,555 | $32.8M | 2.49% | +127,147+20.9% | Added |
| Nuveen, LLC | 721,671 | $32.3M | 0.01% | −47,107−6.1% | Reduced |
| Pictet Asset Management Holding SA | 676,982 | $30.3M | 0.03% | +94,923+16.3% | Added |
| William Blair Investment Management, LLC | 569,715 | $25.5M | 0.07% | −4,853,287−89.5% | Reduced |
| Avanda Investment Management Pte. Ltd. | 553,500 | $24.8M | 14.03% | −32,650−5.6% | Reduced |
| Renaissance Technologies LLC | 536,500 | $24.0M | 0.03% | +536,500 | New |
| Mackenzie Financial Corp | 522,686 | $23.4M | 0.03% | +113,422+27.7% | Added |
| RV Capital GmbH | 492,265 | $22.0M | 4.07% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 487,700 | $21.8M | 0.18% | +217,700+80.6% | Added |
| Public Sector Pension Investment Board | 484,893 | $21.7M | 0.09% | +341,300+237.7% | Added |
| Storebrand Asset Management AS | 477,533 | $21.4M | 0.06% | +21,972+4.8% | Added |
| Pictet North America Advisors SA | 474,848 | $21.1M | 2.12% | −55,304−10.4% | Reduced |
| Aviva PLC | 470,550 | $21.0M | 0.04% | −59,971−11.3% | Reduced |
| Twinbeech Capital LP | 465,543 | $20.8M | 0.47% | +465,543 | New |
| Ninety One UK Ltd | 451,533 | $20.2M | 0.05% | +451,533 | New |
| Jane Street Group, LLC | 449,452 | $20.1M | 0.03% | +44,581+11.0% | Added |
| Heritage Investors Management Corp | 420,554 | $18.8M | 0.59% | −1,724−0.4% | Reduced |
| Magellan Asset Management Ltd | 413,378 | $18.5M | 0.21% | +413,378 | New |
| Holowesko Partners Ltd. | 394,500 | $17.6M | 6.58% | 00.0% | Unchanged |
| Great West Life Assurance Co | 387,423 | $17.3M | 0.03% | −26,061−6.3% | Reduced |
| Royal London Asset Management Ltd | 372,821 | $16.7M | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363,704 | $16.3M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 354,918 | $15.8M | 0.01% | −31,710−8.2% | Reduced |
| Korea Investment CORP | 347,019 | $15.5M | 0.03% | +30,300+9.6% | Added |
| GF Fund Management Co. Ltd. | 330,300 | $14.8M | 0.30% | −80,500−19.6% | Reduced |
| Qube Research & Technologies Ltd | 327,875 | $14.7M | 0.02% | +327,875 | New |
| Matthews International Capital Management LLC | 323,966 | $14.5M | 3.33% | −146,876−31.2% | Reduced |
| Envestnet Asset Management Inc | 314,517 | $14.1M | 0.00% | −14,681−4.5% | Reduced |
| Assetmark, Inc | 309,901 | $13.9M | 0.03% | +114,480+58.6% | Added |
| British Columbia Investment Management Corp | 301,450 | $13.5M | 0.08% | +153,000+103.1% | Added |
| Robeco Institutional Asset Management B.V. | 298,021 | $13.3M | 0.02% | −234,025−44.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 297,717 | $13.3M | 0.03% | +64,821+27.8% | Added |
| Russell Investments Group, Ltd. | 292,794 | $13.1M | 0.02% | −8,394−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 283,324 | $12.7M | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 280,762 | $12.6M | 0.02% | −135,241−32.5% | Reduced |
| Kempen Capital Management N.V. | 263,662 | $11.8M | 0.11% | 00.0% | Unchanged |
| Barings LLC | 260,846 | $11.7M | 0.27% | −187,123−41.8% | Reduced |
| Citigroup Inc | 249,158 | $11.1M | 0.01% | −706,101−73.9% | Reduced |
| Rhumbline Advisers | 241,068 | $10.8M | 0.01% | +190,150+373.4% | Added |
| BLI - Banque de Luxembourg Investments | 236,000 | $10.6M | 0.30% | −140,000−37.2% | Reduced |
| Schroder Investment Management Group | 232,884 | $10.4M | 0.01% | +153,451+193.2% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 231,346 | $10.3M | 0.03% | +231,346 | New |
| Value Partners Investments Inc. | 226,659 | $10.1M | 0.79% | +709+0.3% | Added |