Yum China HoldingsYUMC
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 665 institutions reported holding Yum China Holdings Inc. (YUMC) in their 13F filings, down 41 from Q1 2026. 63 opened new positions and 101 sold out. The largest holders were JPMorgan Chase & Co. ($985.2M), Mondrian Investment Partners LTD ($929.7M) and Principal Financial Group Inc. ($861.2M). 8 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Francois Rochon (0.0% of Giverny Capital's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Yum China Holdings Inc.
- CUSIP
- 98850P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $175.0M |
| Exits | 101 | $204.3M |
All 13F filers, Q1 2026 → Q2 2026: 21,041,565 shares bought and 24,279,142 shares sold, net −3,237,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 665 holders
| JPMorgan Chase & Co. | 0.06% | Reduce -5.0% | 24,117,074 | $985.2M |
| Mondrian Investment Partners LTD | 14.34% | Add +23.4% | 2,909,043 | $929.7M |
| Principal Financial Group Inc. | 0.42% | Reduce -6.5% | 21,130,258 | $861.2M |
| Primavera Capital Management Ltd | 87.05% | No change | 12,035,635 | $491.9M |
| BLS Capital Fondsmaeglerselskab A/S | 17.06% | Reduce -4.7% | 10,835,362 | $442.8M |
| Vanguard Capital Management LLC | 0.01% | Reduce -2.6% | 10,817,104 | $441.7M |
| Royal Bank of Canada | 0.07% | Add +0.0% | 10,600,625 | $433.2M |
| Dodge & Cox | 0.18% | Add +0.2% | 8,365,562 | $341.9M |
| W1M Asset Management Ltd | 2.93% | Add +26.9% | 7,838,137 | $320.2M |
| Westwood Global Investments, LLC | 10.07% | Add +47.4% | 7,011,649 | $286.6M |
| Norges Bank | 0.02% | — | 5,621,829 | $229.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +18.6% | 4,397,801 | $179.7M |
| Barclays PLC | 0.05% | Add +124.1% | 3,654,516 | $149.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 3,592,503 | $146.8M |
| FIL Ltd | 0.10% | Reduce -8.2% | 3,461,448 | $141.3M |
| GUARDCAP ASSET MANAGEMENT Ltd | 9.46% | Reduce -17.5% | 3,255,683 | $133.1M |
| Alliancebernstein L.P. | 0.04% | Add +12.9% | 2,599,037 | $126.8M |
| Vanguard Fiduciary Trust Co. | 0.03% | Reduce -3.0% | 2,915,313 | $119.0M |
| FMR LLC | 0.01% | Reduce -36.6% | 2,846,819 | $116.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.1% | 2,641,284 | $108.0M |
| Wellington Management Group LLP | 0.02% | Reduce -9.6% | 2,608,892 | $106.5M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +40.1% | 2,465,037 | $100.7M |
| Millennium Management | 0.07% | Add +76.8% | 2,452,443 | $100.2M |
| Bank of America Corp. | 0.01% | Reduce -32.1% | 2,355,158 | $96.3M |
| UBS Group AG | 0.01% | Add +34.1% | 2,083,238 | $85.1M |
| Franklin Resources Inc. | 0.02% | Reduce -10.5% | 1,960,560 | $80.1M |
| Temasek Holdings (Private) Ltd | 0.21% | Reduce -29.5% | 1,916,519 | $78.3M |
| Legal & General Group Plc | 0.02% | Reduce -5.1% | 1,868,625 | $76.3M |
| Jane Street Group, LLC | 0.05% | Add +385.8% | 1,812,025 | $74.1M |
| Vontobel Holding Ltd. | 0.24% | Add +4.3% | 1,781,335 | $72.8M |
| Loomis Sayles & Co. L P | 0.09% | Reduce -60.1% | 1,712,698 | $70.0M |
| North of South Capital LLP | 4.62% | New | 1,536,481 | $62.8M |
| HSBC Holdings PLC | 0.03% | Reduce -14.1% | 1,511,774 | $61.6M |
| Pinebridge Investments Asia Ltd. | 20.49% | Add +27.2% | 187,500 | $59.9M |
| LSV Asset Management | 0.11% | New | 1,436,989 | $58.7M |
| Nordea Investment Management AB | 0.05% | Add +17.0% | 1,432,350 | $58.5M |
| Alberta Investment Management Corp | 0.34% | Reduce -4.8% | 1,300,000 | $53.1M |
| Amundi | 0.01% | Reduce -3.6% | 1,173,653 | $52.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.03% | Add +0.4% | 1,232,778 | $50.3M |
| Mackenzie Financial Corp. | 0.05% | Add +39.9% | 1,182,705 | $48.3M |
| DekaBank Deutsche Girozentrale | 0.08% | No change | 1,001,107 | $48.2M |
| Qube Research & Technologies Ltd | 0.05% | Add +40.4% | 1,143,339 | $46.7M |
| Invesco Ltd. | 0.00% | Reduce -2.1% | 1,135,836 | $46.4M |
| Todd Asset Management LLC | 0.82% | Add +0.0% | 1,135,553 | $46.4M |
| Morgan Stanley | 0.00% | Reduce -19.9% | 1,048,827 | $42.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.7% | 1,043,088 | $42.6M |
| Altrinsic Global Advisors LLC | 1.52% | Add +43.1% | 1,010,798 | $41.3M |
| Deutsche Bank AG | 0.01% | Reduce -4.3% | 955,626 | $39.1M |
| Danske Bank A/S | 0.07% | Add +0.7% | 894,727 | $36.6M |
| State Street Corp. | 0.00% | Add +1.6% | 886,355 | $36.2M |
| Perseverance Asset Management International | 3.50% | Add +17.2% | 837,114 | $34.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.0% | 833,162 | $34.1M |
| Public Sector Pension Investment Board | 0.09% | Add +18.9% | 832,643 | $33.9M |
| American Century Companies Inc. | 0.01% | Reduce -2.9% | 829,170 | $33.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +63.7% | 798,350 | $32.5M |
| Citigroup Inc. | 0.01% | Add +82.3% | 756,592 | $30.9M |
| Teachers Retirement System of the State of Kentucky | 0.21% | Add +0.4% | 755,110 | $30.9M |
| Point72 Asset Management | 0.05% | Add +358.4% | 720,858 | $29.5M |
| Renaissance Technologies | 0.04% | Add +29.2% | 694,900 | $28.4M |
| Assetmark, Inc. | 0.05% | Add +8.8% | 682,871 | $27.9M |
| Pictet North America Advisors SA | 2.44% | Add +26.7% | 679,686 | $27.7M |
| Swedbank AB | 0.02% | Reduce -17.9% | 640,364 | $26.2M |
| Swiss National Bank | 0.01% | Reduce -6.5% | 642,024 | $26.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.2% | 607,187 | $24.8M |
| Nuveen, LLC | 0.01% | Reduce -3.6% | 599,378 | $24.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -5.7% | 590,567 | $24.1M |
| Aviva PLC | 0.04% | Reduce -2.8% | 591,166 | $24.1M |
| Holowesko Partners Ltd. | 6.04% | No change | 584,100 | $23.9M |
| Man Group plc | 0.04% | Add +29.9% | 570,234 | $23.3M |
| Marshall Wace, LLP | 0.02% | Add +110.2% | 560,917 | $22.9M |
| Axxion S.A. | 1.33% | — | 520,000 | $18.5M |
| BlackRock, Inc. | 0.00% | Reduce -3.6% | 442,625 | $18.1M |
| SEB Asset Management AB | 0.07% | Add +120.5% | 433,681 | $17.7M |
| Lazard Asset Management LLC | 0.03% | Add +19.4% | 421,172 | $17.2M |
| USS Investment Management Ltd | 0.07% | No change | 419,079 | $17.1M |
| RV Capital AG | 4.25% | Reduce -5.6% | 398,021 | $16.3M |
| Heritage Investors Management Corp. | 0.44% | Reduce -4.3% | 390,649 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.1% | 389,131 | $15.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -35.9% | 382,632 | $15.6M |
| True Light Capital Pte. Ltd. | 10.23% | Reduce -29.5% | 379,886 | $15.5M |
| Ninety One UK Ltd | 0.03% | Add +8.3% | 375,190 | $15.3M |
| Matthews International Capital Management LLC | 5.20% | Reduce -33.1% | 371,166 | $15.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.09% | Reduce -45.5% | 368,450 | $15.0M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -0.7% | 366,871 | $15.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -9.4% | 364,988 | $14.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Reduce -49.8% | 363,895 | $14.9M |
| Northern Trust Corp. | 0.00% | Reduce -11.5% | 363,191 | $14.8M |
| Bank of Montreal | 0.01% | Reduce -14.1% | 345,305 | $14.1M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -41.6% | 329,100 | $13.4M |
| New York State Common Retirement Fund | 0.02% | Add +24.3% | 327,729 | $13.4M |
| Korea Investment CORP | 0.02% | Reduce -6.8% | 288,419 | $11.8M |
| Fideuram Asset Management (Ireland) dac | 0.21% | Add +502.0% | 39,734 | $10.8M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -39.7% | 257,475 | $10.5M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -34.3% | 137,692 | $10.5M |
| Crossmark Global Holdings, Inc. | 0.14% | New | 254,664 | $10.4M |
| Van Eck Associates Corp. | 0.01% | Add +9.0% | 251,527 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.7% | 249,061 | $10.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -11.1% | 247,081 | $10.1M |
| Cibc World Market Inc. | 0.02% | New | 244,306 | $10.0M |
| State of New Jersey Common Pension Fund D | 0.03% | No change | 239,214 | $9.8M |
"% of holder's portfolio" is YUMC's weight in each manager's 13F, not the share of Yum China Holdings Inc. the manager owns.