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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: 708 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 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, 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
WBI Investments47,465$2.27M0.59%−4,341−8.4%Reduced
Stifel Financial Corp48,526$2.32M0.00%+568+1.2%Added
Pictet & Cie (Europe) SA49,350$2.35M0.05%+7,950+19.2%Added
Hanson & Doremus Investment Management52,136$2.49M0.30%−497−0.9%Reduced
Danske Bank A/S53,977$2.58M0.01%−26,300−32.8%Reduced
Caption Management, LLC54,600$2.61M0.11%−12,000−18.0%Reduced
Commonwealth Equity Services, LLC54,865$2.62M0.00%−2,527−4.4%Reduced
Swiss Life Asset Management Ltd55,811$2.64M0.01%+7,350+15.2%Added
Cloverfields Capital Group, LP56,247$2.69M0.83%+30,773+120.8%Added
Expect Equity LLC56,360$2.69M2.22%+56,360New
Nisa Investment Advisors, LLC58,815$2.81M0.01%−1,485−2.5%Reduced
Earnest Partners LLC58,848$2.81M0.01%−5,256−8.2%Reduced
Credit Agricole S A61,364$2.93M0.01%−41,462−40.3%Reduced
B. Metzler seel. Sohn & Co. AG61,739$2.95M0.03%−78,836−56.1%Reduced
Macquarie Group Ltd61,830$2.95M0.01%−86,524−58.3%Reduced
CIBC World Markets Inc.62,028$2.96M0.01%−277−0.4%Reduced
Naples Global Advisors, LLC62,716$2.99M0.22%+8,442+15.6%Added
Cerity Partners LLC64,144$3.06M0.00%−1,375−2.1%Reduced
Y-Intercept (Hong Kong) Ltd64,268$3.07M0.07%+5,781+9.9%Added
JB Capital LLC64,666$3.09M0.13%−869−1.3%Reduced
Flossbach Von Storch AG65,000$3.10M0.01%−15,000−18.8%Reduced
Banque Pictet & Cie SA67,350$3.20M0.03%−19,350−22.3%Reduced
Truist Financial Corp68,009$3.25M0.00%+211+0.3%Added
BNP Paribas Arbitrage, SA68,223$3.26M0.00%−29,617−30.3%Reduced
SIH Partners, LLLP68,250$3.26M0.19%+45,945+206.0%Added
Creative Planning71,518$3.41M0.00%−4,304−5.7%Reduced
Advisor Group Holdings, Inc.72,018$3.44M0.01%−16,591−18.7%Reduced
CIBC Private Wealth Group, LLC73,358$3.50M0.01%−2,860−3.8%Reduced
AQR Capital Management LLC73,904$3.50M0.00%+63,239+593.0%Added
HighTower Advisors, LLC74,483$3.56M0.00%−894−1.2%Reduced
Storebrand Asset Management AS75,609$3.61M0.01%−16,962−18.3%Reduced
Mirae Asset Global Investments Co., Ltd.78,475$3.75M0.01%−4,223−5.1%Reduced
MML Investors Services, LLC84,411$4.03M0.01%+8,786+11.6%Added
Nan Shan Life Insurance Co., Ltd.85,400$4.04M0.12%00.0%Unchanged
Qsemble Capital Management, LP86,495$4.13M0.34%+19,320+28.8%Added
Polymer Capital Management (HK) LTD86,654$4.14M0.64%+50,654+140.7%Added
Cohen Klingenstein LLC87,799$4.19M0.13%−3,600−3.9%Reduced
Robeco Institutional Asset Management B.V.93,022$4.44M0.01%−98,052−51.3%Reduced
Captrust Financial Advisors94,309$4.50M0.01%+11,627+14.1%Added
Pinebridge Investments LLC95,531$4.56M0.03%+95,531New
Motley Fool Wealth Management, LLC96,198$4.59M0.36%−18,753−16.3%Reduced
National Pension Service96,639$4.61M0.00%−991−1.0%Reduced
Quantinno Capital Management LP99,732$4.76M0.01%+16,616+20.0%Added
Headwater Capital Co Ltd100,000$4.77M0.99%−19,700−16.5%Reduced
Ativo Capital Management LLC103,020$4.92M4.31%00.0%Unchanged
The PNC Financial Services Group, Inc.103,886$4.96M0.00%−1,865−1.8%Reduced
Federation des caisses Desjardins du Quebec107,215$5.12M0.02%−3,830−3.4%Reduced
Rockefeller Capital Management L.P.108,430$5.18M0.01%+3,888+3.7%Added
Thrivent Financial for Lutherans113,883$5.44M0.01%+14,883+15.0%Added
SEI Investments Co120,893$5.77M0.01%+48,245+66.4%Added
1832 Asset Management L.P.124,494$5.94M0.01%+124,494New
LPL Financial LLC126,254$6.03M0.00%+10,398+9.0%Added
Aperture Investors, LLC129,018$6.16M0.86%00.0%Unchanged
Templeton & Phillips Capital Management, LLC131,675$6.29M4.19%+131,675New
KBC Group NV135,735$6.48M0.01%+16,978+14.3%Added
O'Shaughnessy Asset Management, LLC138,506$6.61M0.04%+14,897+12.1%Added
Mirae Asset Global ETFs Holdings Ltd.142,818$6.76M0.01%−41,109−22.4%Reduced
Hudson Bay Capital Management LP145,365$6.94M0.04%+53,463+58.2%Added
Lansforsakringar Fondforvaltning AB (publ)148,795$7.05M0.03%+8,524+6.1%Added
Point72 Asset Management, L.P.148,386$7.08M0.01%+148,386New
Morningstar Investment Management LLC150,827$7.17M0.42%+13,637+9.9%Added
Public Employees Retirement System of Ohio151,122$7.19M0.02%+13,985+10.2%Added
Caisse de Depot Et Placement du Quebec153,673$7.28M0.01%+21,823+16.6%Added
Guardian Capital LP153,900$7.35M0.22%−63,987−29.4%Reduced
Neuberger Berman Group LLC157,066$7.45M0.01%+9,613+6.5%Added
Kempen Capital Management N.V.157,296$7.51M0.06%−94,685−37.6%Reduced
Woodline Partners LP158,995$7.59M0.03%+158,995New
Erste Asset Management GmbH156,766$7.67M0.06%+49,710+46.4%Added
APG Asset Management N.V.197,859$7.98M0.02%+650+0.3%Added
Wesleyan Assurance Society168,530$8.04M0.46%00.0%Unchanged
PensionDanmark Pensionsforsikringsaktieselskab170,750$8.09M0.07%+170,750New
Wells Fargo & Company181,146$8.65M0.00%+20,342+12.7%Added
Comgest Global Investors S.A.S.192,820$9.21M0.16%−21,794−10.2%Reduced
Great West Life Assurance Co194,611$9.22M0.02%−162,512−45.5%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.172,145$9.35M0.01%+55,910+48.1%Added
Rhumbline Advisers198,654$9.48M0.01%+1,374+0.7%Added
BLI - Banque de Luxembourg Investments200,300$9.49M0.28%+200,300New
Motley Fool Asset Management LLC200,307$9.56M0.37%−7,657−3.7%Reduced
Russell Investments Group, Ltd.222,750$10.6M0.01%−82,985−27.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.225,600$10.7M0.03%+212,550+1,628.7%Added
Natixis Advisors, L.P.226,720$10.8M0.02%−8,274−3.5%Reduced
Value Partners Investments Inc.236,659$11.3M0.87%+10,000+4.4%Added
State of New Jersey Common Pension Fund D239,214$11.4M0.04%−44,110−15.6%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main247,400$11.5M0.01%+91,550+58.7%Added
Van Eck Associates Corp241,716$11.5M0.01%−1,008−0.4%Reduced
Korea Investment CORP258,769$12.3M0.02%−74,600−22.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)262,032$12.4M0.03%00.0%Unchanged
SG Americas Securities, LLC267,972$12.8M0.02%−103,355−27.8%Reduced
Prudential PLC274,650$13.0M0.10%+120,050+77.7%Added
Ameriprise Financial Inc281,440$13.4M0.00%+4,011+1.4%Added
Citigroup Inc285,544$13.6M0.01%−65,290−18.6%Reduced
Matthews International Capital Management LLC312,126$14.9M4.52%+836+0.3%Added
Marshall Wace, LLP320,658$15.2M0.01%−126,387−28.3%Reduced
Avanda Investment Management Pte. Ltd.332,250$15.7M15.64%−221,250−40.0%Reduced
Royal London Asset Management Ltd369,371$17.6M0.04%−3,450−0.9%Reduced
Manufacturers Life Insurance Company, The373,124$17.7M0.01%−1,169,900−75.8%Reduced
Envestnet Asset Management Inc372,571$17.8M0.01%+18,482+5.2%Added
Bank of Montreal409,911$19.6M0.01%+158,206+62.9%Added
Heritage Investors Management Corp412,370$19.7M0.57%−4,014−1.0%Reduced
USS Investment Management Ltd419,079$20.0M0.10%00.0%Unchanged