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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, Q4 2025

Institutional positions in Yum China Holdings, Inc. as of Dec 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
675
+27 vs. Q3 2025
Shares held
234.6M
−7.28M (−3.0%) vs. Q3 2025
Total value
$11.0B
+$558.3M (+5.4%) vs. Q3 2025
New holders
93
205 more added
Sold out
66
212 more reduced

15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 675 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 heldQ4 2025: $11.0B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Yum China Holdings, Inc.; share changes are against Q3 2025.

Institutions holding YUMC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co25,396,430$1.21B0.08%−1,849,076−6.8%Reduced
Principal Financial Group Inc21,957,111$1.04B0.53%+1,787,450+8.9%Added
Vanguard Group Inc15,311,918$725.0M0.01%−233,150−1.5%Reduced
BLS Capital Fondsmaeglerselskab A/S12,366,491$590.4M20.01%−802,040−6.1%Reduced
Primavera Capital Management Ltd12,035,635$574.6M87.44%00.0%Unchanged
Royal Bank of Canada11,135,203$531.6M0.09%+167,868+1.5%Added
Dodge & Cox8,553,962$408.4M0.22%+33,100+0.4%Added
Guardcap Asset Management Ltd7,538,993$359.9M9.62%−1,257,896−14.3%Reduced
London & Capital Asset Management Ltd6,278,654$299.7M3.11%+5,376,095+595.7%Added
Norges Bank5,882,425$280.7M0.03%+5,882,425New
Massachusetts Financial Services Co4,971,031$237.3M0.08%+236,736+5.0%Added
Loomis Sayles & Co L P4,317,228$206.1M0.25%−107,727−2.4%Reduced
Wellington Management Group LLP4,323,030$205.6M0.04%−126,579−2.8%Reduced
FIL Ltd4,286,900$204.4M0.15%−500,895−10.5%Reduced
Bank of New York Mellon Corp4,111,529$196.3M0.03%−2,239−0.1%Reduced
Temasek Holdings (Private) Ltd4,055,217$193.6M0.62%−599,500−12.9%Reduced
Mondrian Investment Partners LTD7,854,198$187.9M3.10%+4,148,966+112.0%Added
Bank of America Corp3,495,745$166.9M0.01%−12,170−0.3%Reduced
Dimensional Fund Advisors LP2,702,850$129.0M0.03%+80,171+3.1%Added
Morgan Stanley2,461,426$117.5M0.01%−53,783−2.1%Reduced
Alliancebernstein L.P.2,329,117$111.2M0.04%−2,471,676−51.5%Reduced
Franklin Resources Inc2,251,242$106.8M0.03%+30,696+1.4%Added
FMR LLC2,213,481$105.7M0.01%−42,796−1.9%Reduced
Legal & General Group Plc1,965,415$93.6M0.02%−342,251−14.8%Reduced
Goldman Sachs Group Inc1,952,735$93.2M0.01%−100,988−4.9%Reduced
Arrowstreet Capital, Limited Partnership1,758,839$83.8M0.05%+29,067+1.7%Added
Alberta Investment Management Corp1,544,100$73.7M0.44%−96,000−5.9%Reduced
UBS Group AG1,485,816$70.9M0.01%−642,370−30.2%Reduced
Vontobel Holding Ltd.1,419,331$67.8M0.22%−25,561−1.8%Reduced
Amundi1,280,291$64.5M0.02%−23,413−1.8%Reduced
Invesco Ltd.1,269,505$60.6M0.01%−401,565−24.0%Reduced
Nordea Investment Management AB1,131,822$54.0M0.05%+94,788+9.1%Added
Raymond James Financial Inc1,120,269$53.5M0.02%−126,628−10.2%Reduced
Jane Street Group, LLC1,059,887$50.6M0.06%+247,877+30.5%Added
DekaBank Deutsche Girozentrale1,001,107$49.7M0.09%00.0%Unchanged
Deutsche Bank AG1,021,765$48.8M0.02%−170,792−14.3%Reduced
Millennium Management LLC1,011,402$48.2M0.03%−929,955−47.9%Reduced
Charles Schwab Investment Management Inc963,558$45.8M0.01%+19,458+2.1%Added
State Street Corp873,411$41.7M0.00%−100,135−10.3%Reduced
American Century Companies Inc854,789$40.8M0.02%+1,120+0.1%Added
Todd Asset Management LLC843,664$40.3M0.78%+2,138+0.3%Added
Swiss National Bank810,333$38.4M0.02%−26,650−3.2%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH797,750$38.1M0.06%−35,004−4.2%Reduced
D. E. Shaw & Co., Inc.777,086$37.1M0.03%+46,978+6.4%Added
HSBC Holdings PLC757,035$36.1M0.02%−593,696−44.0%Reduced
Altrinsic Global Advisors LLC753,267$36.0M1.29%+753,267New
Barclays PLC746,931$35.7M0.01%+202,486+37.2%Added
Perseverance Asset Management International713,999$34.1M4.99%00.0%Unchanged
Public Sector Pension Investment Board704,543$33.4M0.11%+1,200+0.2%Added
True Light Capital Pte. Ltd.683,881$32.6M14.73%+683,881New
Nuveen, LLC670,578$31.9M0.01%+6,700+1.0%Added
Renaissance Technologies LLC640,300$30.6M0.05%+51,200+8.7%Added
Sumitomo Mitsui Trust Holdings, Inc.628,297$30.0M0.02%−20,300−3.1%Reduced
British Columbia Investment Management Corp626,250$29.7M0.16%+267,200+74.4%Added
Holowesko Partners Ltd.584,100$27.9M9.70%+4,500+0.8%Added
BlackRock, Inc.542,545$25.9M0.00%−2,067,828−79.2%Reduced
Assetmark, Inc540,905$25.8M0.05%+129,232+31.4%Added
Teachers Retirement System of the State of Kentucky528,300$25.2M0.19%00.0%Unchanged
UBS Asset Management Americas Inc514,210$24.5M0.01%−1,520,927−74.7%Reduced
Mackenzie Financial Corp511,656$24.4M0.03%−10,799−2.1%Reduced
Pictet North America Advisors SA507,719$24.1M2.29%+9,775+2.0%Added
Lazard Asset Management LLC504,675$24.1M0.04%−30,102−5.6%Reduced
Aviva PLC495,855$23.6M0.04%−273−0.1%Reduced
Pictet Asset Management Holding SA477,838$22.6M0.02%+37,250+8.5%Added
Citadel Advisors LLC454,049$21.7M0.01%−15,923−3.4%Reduced
Ninety One UK Ltd451,714$21.6M0.05%00.0%Unchanged
Northern Trust Corp444,882$21.2M0.00%−667,397−60.0%Reduced
RV Capital GmbH444,321$21.2M4.94%00.0%Unchanged
Man Group plc422,498$20.2M0.04%−465,370−52.4%Reduced
USS Investment Management Ltd419,079$20.0M0.10%00.0%Unchanged
Heritage Investors Management Corp412,370$19.7M0.57%−4,014−1.0%Reduced
Bank of Montreal409,911$19.6M0.01%+158,206+62.9%Added
Envestnet Asset Management Inc372,571$17.8M0.01%+18,482+5.2%Added
Manufacturers Life Insurance Company, The373,124$17.7M0.01%−1,169,900−75.8%Reduced
Royal London Asset Management Ltd369,371$17.6M0.04%−3,450−0.9%Reduced
Avanda Investment Management Pte. Ltd.332,250$15.7M15.64%−221,250−40.0%Reduced
Marshall Wace, LLP320,658$15.2M0.01%−126,387−28.3%Reduced
Matthews International Capital Management LLC312,126$14.9M4.52%+836+0.3%Added
Citigroup Inc285,544$13.6M0.01%−65,290−18.6%Reduced
Ameriprise Financial Inc281,440$13.4M0.00%+4,011+1.4%Added
Prudential PLC274,650$13.0M0.10%+120,050+77.7%Added
SG Americas Securities, LLC267,972$12.8M0.02%−103,355−27.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)262,032$12.4M0.03%00.0%Unchanged
Korea Investment CORP258,769$12.3M0.02%−74,600−22.4%Reduced
Van Eck Associates Corp241,716$11.5M0.01%−1,008−0.4%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main247,400$11.5M0.01%+91,550+58.7%Added
State of New Jersey Common Pension Fund D239,214$11.4M0.04%−44,110−15.6%Reduced
Value Partners Investments Inc.236,659$11.3M0.87%+10,000+4.4%Added
Natixis Advisors, L.P.226,720$10.8M0.02%−8,274−3.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.225,600$10.7M0.03%+212,550+1,628.7%Added
Russell Investments Group, Ltd.222,750$10.6M0.01%−82,985−27.1%Reduced
Motley Fool Asset Management LLC200,307$9.56M0.37%−7,657−3.7%Reduced
BLI - Banque de Luxembourg Investments200,300$9.49M0.28%+200,300New
Rhumbline Advisers198,654$9.48M0.01%+1,374+0.7%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.172,145$9.35M0.01%+55,910+48.1%Added
Great West Life Assurance Co194,611$9.22M0.02%−162,512−45.5%Reduced
Comgest Global Investors S.A.S.192,820$9.21M0.16%−21,794−10.2%Reduced
Wells Fargo & Company181,146$8.65M0.00%+20,342+12.7%Added
PensionDanmark Pensionsforsikringsaktieselskab170,750$8.09M0.07%+170,750New
Wesleyan Assurance Society168,530$8.04M0.46%00.0%Unchanged