Yum China HoldingsYUMC
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 706 institutions reported holding Yum China Holdings Inc. (YUMC) in their 13F filings, up 31 from Q4 2025. 80 opened new positions and 53 sold out. The largest holders were JPMorgan Chase & Co. ($1.2B), Principal Financial Group Inc. ($1.1B) and Mondrian Investment Partners LTD ($908.6M). 8 famous investors held it, including Francois Rochon (0.1% of Giverny Capital's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Yum China Holdings Inc.
- CUSIP
- 98850P109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $515.9M |
| Exits | 53 | $48.2M |
All 13F filers, Q4 2025 → Q1 2026: 26,360,098 shares bought and 25,767,211 shares sold, net +592,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 706 holders
| JPMorgan Chase & Co. | 0.08% | Reduce -0.0% | 25,393,242 | $1.2B |
| Principal Financial Group Inc. | 0.59% | Add +3.0% | 22,606,740 | $1.1B |
| Mondrian Investment Partners LTD | 13.59% | Reduce -70.0% | 2,357,499 | $908.6M |
| Primavera Capital Management Ltd | 90.61% | No change | 12,035,635 | $587.1M |
| BLS Capital Fondsmaeglerselskab A/S | 18.88% | Reduce -8.1% | 11,371,593 | $554.7M |
| Vanguard Capital Management LLC | 0.01% | — | 11,108,104 | $551.8M |
| Royal Bank of Canada | 0.10% | Reduce -4.8% | 10,600,561 | $517.1M |
| Dodge & Cox | 0.22% | Reduce -2.4% | 8,351,762 | $407.4M |
| W1M Asset Management Ltd | 3.28% | Reduce -1.7% | 6,174,526 | $301.2M |
| Westwood Global Investments, LLC | 8.65% | New | 4,756,838 | $232.0M |
| FMR LLC | 0.01% | Add +102.7% | 4,487,199 | $219.8M |
| Loomis Sayles & Co. L P | 0.28% | Reduce -0.5% | 4,293,911 | $209.5M |
| GUARDCAP ASSET MANAGEMENT Ltd | 11.02% | Reduce -47.7% | 3,945,736 | $192.5M |
| FIL Ltd | 0.14% | Reduce -12.1% | 3,770,455 | $184.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +90.0% | 3,709,380 | $180.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -10.7% | 3,670,487 | $179.0M |
| Bank of America Corp. | 0.01% | Reduce -0.8% | 3,467,225 | $169.1M |
| Vanguard Fiduciary Trust Co. | 0.04% | — | 3,005,513 | $149.3M |
| Wellington Management Group LLP | 0.03% | Reduce -33.3% | 2,884,547 | $141.1M |
| Temasek Holdings (Private) Ltd | 0.45% | Reduce -33.0% | 2,717,548 | $132.6M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.2% | 2,669,310 | $130.2M |
| Alliancebernstein L.P. | 0.04% | Reduce -1.1% | 2,302,620 | $109.9M |
| Franklin Resources Inc. | 0.03% | Reduce -2.7% | 2,191,313 | $108.4M |
| Legal & General Group Plc | 0.02% | Add +0.2% | 1,968,531 | $96.2M |
| Driehaus Capital Management LLC | 0.66% | New | 1,831,286 | $89.3M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Add +0.1% | 1,759,797 | $86.0M |
| HSBC Holdings PLC | 0.05% | Add +132.4% | 1,759,348 | $85.8M |
| Vontobel Holding Ltd. | 0.29% | Add +20.3% | 1,708,025 | $83.3M |
| Barclays PLC | 0.03% | Add +118.3% | 1,630,661 | $79.5M |
| UBS Group AG | 0.01% | Add +4.5% | 1,553,024 | $75.8M |
| Citadel Advisors | 0.05% | Add +228.5% | 1,491,487 | $72.8M |
| Millennium Management | 0.05% | Add +37.1% | 1,387,127 | $67.8M |
| Alberta Investment Management Corp | 0.46% | Reduce -11.6% | 1,365,700 | $66.6M |
| Morgan Stanley | 0.00% | Reduce -46.8% | 1,308,668 | $63.8M |
| Amundi | 0.02% | Reduce -4.9% | 1,217,576 | $62.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.05% | — | 1,227,778 | $61.0M |
| Nordea Investment Management AB | 0.06% | Add +8.2% | 1,224,661 | $59.1M |
| Pinebridge Investments Asia Ltd. | 19.64% | Reduce -0.9% | 147,400 | $56.8M |
| Invesco Ltd. | 0.01% | Reduce -8.6% | 1,160,201 | $56.6M |
| Todd Asset Management LLC | 1.08% | Add +34.6% | 1,135,483 | $55.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -8.2% | 1,028,448 | $50.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.4% | 1,006,167 | $49.2M |
| DekaBank Deutsche Girozentrale | 0.08% | No change | 1,001,107 | $49.2M |
| Deutsche Bank AG | 0.02% | Reduce -2.2% | 999,130 | $48.7M |
| Danske Bank A/S | 0.10% | Add +1545.8% | 888,337 | $43.3M |
| State Street Corp. | 0.00% | Reduce -0.2% | 871,938 | $42.5M |
| American Century Companies Inc. | 0.02% | Reduce -0.1% | 853,952 | $41.7M |
| Mackenzie Financial Corp. | 0.05% | Add +65.2% | 845,335 | $41.2M |
| Qube Research & Technologies Ltd | 0.06% | Add +2200.3% | 814,612 | $39.7M |
| Swedbank AB | 0.04% | Add +1727.2% | 779,564 | $38.0M |
| Teachers Retirement System of the State of Kentucky | 0.28% | Add +42.4% | 752,360 | $36.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Reduce -9.2% | 724,433 | $35.3M |
| Perseverance Asset Management International | 3.83% | No change | 713,999 | $34.8M |
| Altrinsic Global Advisors LLC | 1.23% | Reduce -6.2% | 706,521 | $34.5M |
| Public Sector Pension Investment Board | 0.11% | Reduce -0.6% | 700,043 | $34.2M |
| Swiss National Bank | 0.02% | Reduce -15.3% | 686,774 | $33.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.20% | Add +8.0% | 676,050 | $33.2M |
| AQR Capital Management | 0.01% | Add +769.3% | 642,417 | $31.6M |
| Assetmark, Inc. | 0.06% | Add +16.0% | 627,455 | $30.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -0.3% | 626,497 | $30.6M |
| Nuveen, LLC | 0.01% | Reduce -7.3% | 621,528 | $30.4M |
| Aviva PLC | 0.05% | Add +22.6% | 608,115 | $29.8M |
| Russell Investments Group, Ltd. | 0.03% | Add +167.8% | 596,517 | $29.0M |
| Holowesko Partners Ltd. | 7.99% | No change | 584,100 | $28.5M |
| Jupiter Asset Management Ltd. | 0.15% | New | 563,400 | $27.7M |
| Matthews International Capital Management LLC | 10.98% | Add +77.8% | 554,911 | $27.1M |
| True Light Capital Pte. Ltd. | 13.28% | Reduce -21.3% | 538,572 | $26.3M |
| Renaissance Technologies | 0.04% | Reduce -16.0% | 537,700 | $26.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +4.3% | 536,346 | $26.2M |
| Pictet North America Advisors SA | 2.59% | Add +5.7% | 536,543 | $26.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +116.2% | 487,700 | $24.0M |
| BlackRock, Inc. | 0.00% | Reduce -15.3% | 459,305 | $22.4M |
| Man Group plc | 0.04% | Add +3.9% | 439,015 | $21.4M |
| Voloridge Investment Management, LLC | 0.08% | New | 426,752 | $20.8M |
| RV Capital AG | 5.37% | Reduce -5.1% | 421,539 | $20.6M |
| USS Investment Management Ltd | 0.09% | No change | 419,079 | $20.4M |
| Citigroup Inc. | 0.01% | Add +45.4% | 415,043 | $20.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -47.0% | 411,900 | $20.1M |
| Northern Trust Corp. | 0.00% | Reduce -7.7% | 410,466 | $20.0M |
| Heritage Investors Management Corp. | 0.60% | Reduce -1.1% | 407,989 | $19.9M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -15.7% | 402,688 | $19.8M |
| Bank of Montreal | 0.01% | Reduce -1.9% | 402,153 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.4% | 388,835 | $19.0M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -95.8% | 209,519 | $18.2M |
| Jane Street Group, LLC | 0.02% | Reduce -64.8% | 373,022 | $18.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.4% | 367,774 | $18.1M |
| Royal London Asset Management Ltd. | 0.04% | No change | 369,371 | $18.0M |
| Lazard Asset Management LLC | 0.03% | Reduce -30.1% | 352,735 | $17.2M |
| Ninety One UK Ltd | 0.04% | Reduce -23.3% | 346,561 | $16.9M |
| Acadian Asset Management LLC | 0.02% | New | 333,015 | $16.2M |
| BNP Paribas Financial Markets | 0.01% | Add +375.9% | 324,652 | $15.8M |
| Korea Investment CORP | 0.03% | Add +19.6% | 309,619 | $15.2M |
| Prudential PLC | 0.11% | Add +11.9% | 307,350 | $15.1M |
| SG Americas Securities, LLC | 0.02% | Add +9.4% | 293,294 | $14.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +61.4% | 277,831 | $13.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.9% | 278,861 | $13.6M |
| Marshall Wace, LLP | 0.01% | Reduce -16.8% | 266,850 | $13.1M |
| New York State Common Retirement Fund | 0.02% | New | 263,629 | $12.9M |
| Erste Asset Management GmbH | 0.12% | Add +65.7% | 259,766 | $12.9M |
| Squarepoint Ops LLC | 0.03% | Add +1531.6% | 255,635 | $12.5M |
"% of holder's portfolio" is YUMC's weight in each manager's 13F, not the share of Yum China Holdings Inc. the manager owns.