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BLS Capital Fondsmaeglerselskab’s Yum China YUMC Stock Holding History

BLS Capital Fondsmaeglerselskab’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443M Sell
10,835,362
-536,231
-5% -$24.6M 17.06% 1
2026
Q1 		$555M Sell
11,371,593
-994,898
-8% -$51.5M 18.88% 1
2025
Q4 		$590M Sell
12,366,491
-802,040
-6% -$36.7M 20.01% 1
2025
Q3 		$565M Sell
13,168,531
-1,114,625
-8% -$50.7M 19.45% 1
2025
Q2 		$639M Buy
14,283,156
+1,351,353
+10% +$60.4M 20.58% 1
2025
Q1 		$673M Sell
12,931,803
-146,700
-1% -$7.04M 23.17% 1
2024
Q4 		$630M Sell
13,078,503
-397,263
-3% -$18.8M 19.31% 1
2024
Q3 		$607M Buy
13,475,766
+3,001,814
+29% +$99.9M 17.54% 1
2024
Q2 		$323M Buy
10,473,952
+1,601,565
+18% +$58.6M 9.67% 3
2024
Q1 		$353M Buy
8,872,387
+713,717
+9% +$28.2M 9% 4
2023
Q4 		$346M Buy
8,158,670
+2,209,550
+37% +$103M 8.66% 4
2023
Q3 		$331M Buy
5,949,120
+439,775
+8% +$24.6M 8.23% 5
2023
Q2 		$311M Buy
5,509,345
+543,800
+11% +$32.8M 7.2% 7
2023
Q1 		$315M Sell
4,965,545
-585,167
-11% -$35.3M 8.07% 5
2022
Q4 		$303M Buy
5,550,712
+778,294
+16% +$39.6M 8.69% 4
2022
Q3 		$226M Sell
4,772,418
-1,318,868
-22% -$63.3M 9.57% 4
2022
Q2 		$295M Sell
6,091,286
-116,841
-2% -$4.92M 10.54% 3
2022
Q1 		$258M Buy
6,208,127
+591,315
+11% +$27.9M 9.41% 4
2021
Q4 		$280M Buy
5,616,812
+1,648,287
+42% +$89.4M 10.03% 3
2021
Q3 		$231M Buy
+3,968,525
New +$244M 9.07% 4

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BLS Capital Fondsmaeglerselskab's YUMC Position: Q2 2026 in Review

BLS Capital Fondsmaeglerselskab reduced its Yum China (YUMC) stake by 4.7% in Q2 2026, selling an estimated $24.6M and leaving 10,835,362 shares worth $443M. The position accounts for 17.06% of the portfolio, ranked #1.

BLS Capital Fondsmaeglerselskab first reported a position in YUMC in Q3 2021 and has held it in 20 quarters since. The position peaked at $673M in Q1 2025. 655 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • BLS Capital Fondsmaeglerselskab held 10,835,362 shares of Yum China worth $443M as of Q2 2026.
  • BLS Capital Fondsmaeglerselskab sold 536,231 Yum China shares in Q2 2026, an estimated $24.6M.
  • Yum China made up 17.06% of BLS Capital Fondsmaeglerselskab's portfolio in Q2 2026, its #1 holding.
  • BLS Capital Fondsmaeglerselskab first reported a position in Yum China in Q3 2021 and has held it in 20 quarters since.
  • BLS Capital Fondsmaeglerselskab's Yum China position peaked at $673M in Q1 2025.
  • 655 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on BLS Capital Fondsmaeglerselskab's 13F filing for Q2 2026, filed 13 Aug 2026.