YUMC

Yum China Holdings Inc
Consumer DiscretionaryUSCUSIP 98850P109◍ Confluence graph
Tracked 13F Holders
602
-240 QoQ
13F Value (tracked)
$10.4B
Insider Net · 180d
-$1.8M
0↑ 2↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)26 adding · 27 trimming
Insider net (180d)-$1.8M

Who owns YUMC?

602 tracked 13F filers

602 tracked 13F filers disclose a position in YUMC as of the latest SEC 13F filings, a combined $10.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
5 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1JPMORGAN CHASE & CO
$1.2B
25.4M
~0%
Reduced · −3K sh
Q1 2026
2PRINCIPAL FINANCIAL GROUP INC
$1.1B
22.6M
+3.0%
Added · +650K sh
Q1 2026
3Primavera Capital Management Ltd
$491.9M
12.0M
Held
Q2 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$551.8M
11.1M
First observed position
No prior filed position
Q1 2026
5BLS CAPITAL FONDSMAEGLERSELSKAB A/S
$442.8M
10.8M
−4.7%
Reduced · −536K sh
Q2 2026
6ROYAL BANK OF CANADA
$517.1M
10.6M
−4.8%
Reduced · −535K sh
Q1 2026
7DODGE & COX
$407.4M
8.4M
−2.4%
Reduced · −202K sh
Q1 2026
8London & Capital Asset Management Ltd
$320.2M
7.8M
+27%
Added · +1.7M sh
Q2 2026
9Westwood Global Investments, LLC
$286.6M
7.0M
+47%
Added · +2.3M sh
Q2 2026
10NORGES BANK
$280.7M
5.9M
+30%
Added · +1.4M sh
Q4 2025
11FMR LLC
$219.8M
4.5M
+103%
Added · +2.3M sh
Q1 2026
12LOOMIS SAYLES & CO L P
$209.5M
4.3M
−0.5%
Reduced · −23K sh
Q1 2026
13FIL Ltd
$184.6M
3.8M
−12%
Reduced · −516K sh
Q1 2026
14GOLDMAN SACHS GROUP INC
$180.9M
3.7M
+90%
Added · +1.8M sh
Q1 2026
15Bank of New York Mellon Corp
$179.0M
3.7M
−11%
Reduced · −441K sh
Q1 2026
16BANK OF AMERICA CORP /DE/
$169.1M
3.5M
−0.8%
Reduced · −29K sh
Q1 2026
17GUARDCAP ASSET MANAGEMENT Ltd
$133.1M
3.3M
−17%
Reduced · −690K sh
Q2 2026
18VANGUARD FIDUCIARY TRUST CO
$149.3M
3.0M
First observed position
No prior filed position
Q1 2026
19DIMENSIONAL FUND ADVISORS LP
$130.2M
2.7M
−1.2%
Reduced · −34K sh
Q1 2026
20Mondrian Investment Partners LTD
Withheld
2.4M
−70%
Reduced · −5.5M sh
Q1 2026
21ALLIANCEBERNSTEIN L.P.
$109.9M
2.3M
−1.1%
Reduced · −26K sh
Q1 2026
22FRANKLIN RESOURCES INC
$108.4M
2.2M
−2.7%
Reduced · −60K sh
Q1 2026
23Legal & General Group Plc
$96.2M
2.0M
+0.1%
Added · +3K sh
Q1 2026
24Temasek Holdings (Private) Ltd
$78.3M
1.9M
−29%
Reduced · −801K sh
Q2 2026
25Vontobel Holding Ltd.
$72.8M
1.8M
+4.3%
Added · +73K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is YUMC being bought or sold by institutions?

Last quarter, 4 funds opened a new position in YUMC and 22 added to an existing one, while 27 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
22
funds
Reduced
27
funds
Exited
0
funds

Funds that own YUMC also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT346 funds$289.5B
AMAZON.COM INCAMZN341 funds$212.3B
NVIDIA CORPNVDA339 funds$395.0B
META PLATFORMS INC-CLASS AMETA339 funds$118.7B
ALPHABET INC-CL AGOOGL338 funds$194.3B
APPLE INCAAPL332 funds$311.5B
VISA INC-CLASS A SHARESV332 funds$70.7B
ALPHABET INC-CL CGOOG329 funds$125.7B
JPMORGAN CHASE & COJPM328 funds$74.0B
BROADCOM INCAVGO326 funds$155.0B
ELI LILLY & COLLY324 funds$76.1B
WALMART INCWMT320 funds$36.3B

Ranked by how many of YUMC's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$1.8M
2 insiders
Net
-$1.8M
6 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 18, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerSell (S)20K$918K
Aug 18, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerSell (S)1K$58K
Aug 18, 2026HUANG Duoduo (Howard)Chief Supply Chain OfficerSell (S)3K$158K
Aug 12, 2026Kuai JeffGeneral Manager, Pizza HutSell (S)4K$206K
Aug 12, 2026Kuai JeffGeneral Manager, Pizza HutSell (S)5K$237K
Aug 12, 2026Kuai JeffGeneral Manager, Pizza HutSell (S)5K$253K
Feb 24, 2026Lu XuelingController and PAOSell (S)22K$1.2M
Feb 24, 2026Lu XuelingController and PAOSell (S)2K$109K
Feb 13, 2026Wat JoeyChief Executive Officer, DirectorSell (S)104K$5.7M
Feb 11, 2026Wat JoeyChief Executive Officer, DirectorSell (S)5K$263K
Feb 5, 2026DING JerryChief People OfficerSell (S)3K$165K
Feb 5, 2026Zhang LeilaChief Technology OfficerSell (S)5K$287K

Institutional ownership over time

347 funds-125 since Q3 2024
0294587Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.7B · 2 values withheld

Recent filings

15 shown

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Connected entities for YUMC

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Ask your agent what changed in YUMC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/YUMC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for YUMC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for YUMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.