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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Yum China Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 197,859 | $7.98M | 0.02% | +650+0.3% | Added |
| Erste Asset Management GmbH | 156,766 | $7.67M | 0.06% | +49,710+46.4% | Added |
| Woodline Partners LP | 158,995 | $7.59M | 0.03% | +158,995 | New |
| Kempen Capital Management N.V. | 157,296 | $7.51M | 0.06% | −94,685−37.6% | Reduced |
| Neuberger Berman Group LLC | 157,066 | $7.45M | 0.01% | +9,613+6.5% | Added |
| Guardian Capital LP | 153,900 | $7.35M | 0.22% | −63,987−29.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 153,673 | $7.28M | 0.01% | +21,823+16.6% | Added |
| Public Employees Retirement System of Ohio | 151,122 | $7.19M | 0.02% | +13,985+10.2% | Added |
| Morningstar Investment Management LLC | 150,827 | $7.17M | 0.42% | +13,637+9.9% | Added |
| Point72 Asset Management, L.P. | 148,386 | $7.08M | 0.01% | +148,386 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 148,795 | $7.05M | 0.03% | +8,524+6.1% | Added |
| Hudson Bay Capital Management LP | 145,365 | $6.94M | 0.04% | +53,463+58.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 142,818 | $6.76M | 0.01% | −41,109−22.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 138,506 | $6.61M | 0.04% | +14,897+12.1% | Added |
| KBC Group NV | 135,735 | $6.48M | 0.01% | +16,978+14.3% | Added |
| Templeton & Phillips Capital Management, LLC | 131,675 | $6.29M | 4.19% | +131,675 | New |
| Aperture Investors, LLC | 129,018 | $6.16M | 0.86% | 00.0% | Unchanged |
| LPL Financial LLC | 126,254 | $6.03M | 0.00% | +10,398+9.0% | Added |
| 1832 Asset Management L.P. | 124,494 | $5.94M | 0.01% | +124,494 | New |
| SEI Investments Co | 120,893 | $5.77M | 0.01% | +48,245+66.4% | Added |
| Thrivent Financial for Lutherans | 113,883 | $5.44M | 0.01% | +14,883+15.0% | Added |
| Rockefeller Capital Management L.P. | 108,430 | $5.18M | 0.01% | +3,888+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 107,215 | $5.12M | 0.02% | −3,830−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 103,886 | $4.96M | 0.00% | −1,865−1.8% | Reduced |
| Ativo Capital Management LLC | 103,020 | $4.92M | 4.31% | 00.0% | Unchanged |
| Headwater Capital Co Ltd | 100,000 | $4.77M | 0.99% | −19,700−16.5% | Reduced |
| Quantinno Capital Management LP | 99,732 | $4.76M | 0.01% | +16,616+20.0% | Added |
| National Pension Service | 96,639 | $4.61M | 0.00% | −991−1.0% | Reduced |
| Motley Fool Wealth Management, LLC | 96,198 | $4.59M | 0.36% | −18,753−16.3% | Reduced |
| Pinebridge Investments LLC | 95,531 | $4.56M | 0.03% | +95,531 | New |
| Captrust Financial Advisors | 94,309 | $4.50M | 0.01% | +11,627+14.1% | Added |
| Robeco Institutional Asset Management B.V. | 93,022 | $4.44M | 0.01% | −98,052−51.3% | Reduced |
| Cohen Klingenstein LLC | 87,799 | $4.19M | 0.13% | −3,600−3.9% | Reduced |
| Polymer Capital Management (HK) LTD | 86,654 | $4.14M | 0.64% | +50,654+140.7% | Added |
| Qsemble Capital Management, LP | 86,495 | $4.13M | 0.34% | +19,320+28.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 85,400 | $4.04M | 0.12% | 00.0% | Unchanged |
| MML Investors Services, LLC | 84,411 | $4.03M | 0.01% | +8,786+11.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 78,475 | $3.75M | 0.01% | −4,223−5.1% | Reduced |
| Storebrand Asset Management AS | 75,609 | $3.61M | 0.01% | −16,962−18.3% | Reduced |
| HighTower Advisors, LLC | 74,483 | $3.56M | 0.00% | −894−1.2% | Reduced |
| AQR Capital Management LLC | 73,904 | $3.50M | 0.00% | +63,239+593.0% | Added |
| CIBC Private Wealth Group, LLC | 73,358 | $3.50M | 0.01% | −2,860−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 72,018 | $3.44M | 0.01% | −16,591−18.7% | Reduced |
| Creative Planning | 71,518 | $3.41M | 0.00% | −4,304−5.7% | Reduced |
| SIH Partners, LLLP | 68,250 | $3.26M | 0.19% | +45,945+206.0% | Added |
| BNP Paribas Arbitrage, SA | 68,223 | $3.26M | 0.00% | −29,617−30.3% | Reduced |
| Truist Financial Corp | 68,009 | $3.25M | 0.00% | +211+0.3% | Added |
| Banque Pictet & Cie SA | 67,350 | $3.20M | 0.03% | −19,350−22.3% | Reduced |
| Flossbach Von Storch AG | 65,000 | $3.10M | 0.01% | −15,000−18.8% | Reduced |
| JB Capital LLC | 64,666 | $3.09M | 0.13% | −869−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 64,268 | $3.07M | 0.07% | +5,781+9.9% | Added |
| Cerity Partners LLC | 64,144 | $3.06M | 0.00% | −1,375−2.1% | Reduced |
| Naples Global Advisors, LLC | 62,716 | $2.99M | 0.22% | +8,442+15.6% | Added |
| CIBC World Markets Inc. | 62,028 | $2.96M | 0.01% | −277−0.4% | Reduced |
| Macquarie Group Ltd | 61,830 | $2.95M | 0.01% | −86,524−58.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 61,739 | $2.95M | 0.03% | −78,836−56.1% | Reduced |
| Credit Agricole S A | 61,364 | $2.93M | 0.01% | −41,462−40.3% | Reduced |
| Earnest Partners LLC | 58,848 | $2.81M | 0.01% | −5,256−8.2% | Reduced |
| Nisa Investment Advisors, LLC | 58,815 | $2.81M | 0.01% | −1,485−2.5% | Reduced |
| Expect Equity LLC | 56,360 | $2.69M | 2.22% | +56,360 | New |
| Cloverfields Capital Group, LP | 56,247 | $2.69M | 0.83% | +30,773+120.8% | Added |
| Swiss Life Asset Management Ltd | 55,811 | $2.64M | 0.01% | +7,350+15.2% | Added |
| Commonwealth Equity Services, LLC | 54,865 | $2.62M | 0.00% | −2,527−4.4% | Reduced |
| Caption Management, LLC | 54,600 | $2.61M | 0.11% | −12,000−18.0% | Reduced |
| Danske Bank A/S | 53,977 | $2.58M | 0.01% | −26,300−32.8% | Reduced |
| Hanson & Doremus Investment Management | 52,136 | $2.49M | 0.30% | −497−0.9% | Reduced |
| Pictet & Cie (Europe) SA | 49,350 | $2.35M | 0.05% | +7,950+19.2% | Added |
| Stifel Financial Corp | 48,526 | $2.32M | 0.00% | +568+1.2% | Added |
| WBI Investments | 47,465 | $2.27M | 0.59% | −4,341−8.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 46,390 | $2.21M | 0.54% | −1,611−3.4% | Reduced |
| Principal Securities, Inc. | 46,344 | $2.21M | 0.03% | +15,508+50.3% | Added |
| M&T Bank Corp | 46,269 | $2.21M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 45,593 | $2.16M | 0.00% | +2,200+5.1% | Added |
| Virtus Investment Advisers, Inc. | 43,728 | $2.09M | 0.57% | +4,697+12.0% | Added |
| JustInvest LLC | 42,783 | $2.04M | 0.02% | +4,948+13.1% | Added |
| Swedbank AB | 42,664 | $2.04M | 0.00% | −78,308−64.7% | Reduced |
| Summit Trail Advisors, LLC | 42,398 | $2.02M | 0.03% | −3,147−6.9% | Reduced |
| Gallacher Capital Management LLC | 42,020 | $2.01M | 0.78% | 00.0% | Unchanged |
| Commerce Bank | 41,605 | $1.99M | 0.01% | −1,983−4.5% | Reduced |
| XTX Topco Ltd | 41,012 | $1.96M | 0.05% | −10,960−21.1% | Reduced |
| Altman Advisors, Inc. | 39,945 | $1.91M | 0.72% | +332+0.8% | Added |
| Engineers Gate Manager LP | 39,720 | $1.90M | 0.02% | −19,952−33.4% | Reduced |
| Pathstone Holdings, LLC | 39,208 | $1.87M | 0.01% | −5,178−11.7% | Reduced |
| Mariner, LLC | 39,021 | $1.86M | 0.00% | +2,844+7.9% | Added |
| TD Asset Management Inc | 38,840 | $1.85M | 0.00% | −1,875−4.6% | Reduced |
| AMF Pensionsforsakring AB | 38,100 | $1.82M | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 38,069 | $1.82M | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 38,025 | $1.82M | 0.02% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 36,992 | $1.77M | 0.02% | −1,284−3.4% | Reduced |
| Two Sigma Advisers, LP | 36,650 | $1.75M | 0.00% | −92,700−71.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 36,416 | $1.74M | 0.08% | −11,365−23.8% | Reduced |
| US Bancorp | 36,127 | $1.72M | 0.00% | +462+1.3% | Added |
| Fideuram Asset Management (Ireland) dac | 37,632 | $1.72M | 0.14% | +37,632 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 36,036 | $1.72M | 0.06% | 00.0% | Unchanged |
| Schroder Investment Management Group | 35,797 | $1.71M | 0.00% | −8,154−18.6% | Reduced |
| DnB Asset Management AS | 35,793 | $1.71M | 0.01% | +3,749+11.7% | Added |
| Qube Research & Technologies Ltd | 35,414 | $1.69M | 0.00% | −586,941−94.3% | Reduced |
| Stratos Wealth Advisors, LLC | 35,366 | $1.69M | 0.08% | −4,344−10.9% | Reduced |
| Timber Creek Capital Management LLC | 35,100 | $1.68M | 0.39% | −554−1.6% | Reduced |
| Rathbone Brothers plc | 35,002 | $1.67M | 0.01% | +95+0.3% | Added |