First Manhattan’s Yum China YUMC Stock Holding History

First Manhattan’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	–	Sell	-4,781	Closed	-$233K	–	800
2026 Q1	$233K	Hold	4,781	–	–	﹤0.01%	699
2025 Q4	$228K	Sell	4,781 -480	-9%	-$22K	﹤0.01%	685
2025 Q3	$226K	Hold	5,261	–	–	﹤0.01%	663
2025 Q2	$235K	Hold	5,261	–	–	﹤0.01%	654
2025 Q1	$274K	Sell	5,261 -28	-0.5%	-$1.34K	﹤0.01%	602
2024 Q4	$255K	Buy	5,289 +29	+0.6%	+$1.38K	﹤0.01%	614
2024 Q3	$237K	Buy	+5,260	New	+$175K	﹤0.01%	623
2024 Q2	–	Sell	-4,962	Closed	-$198K	–	1362
2024 Q1	$198K	Hold	4,962	–	–	﹤0.01%	656
2023 Q4	$211K	Sell	4,962 -25,439	-84%	-$1.18M	﹤0.01%	641
2023 Q3	$1.69M	Buy	30,401 +5,590	+23%	+$313K	0.01%	327
2023 Q2	$1.4M	Sell	24,811 -10,863	-30%	-$655K	0.01%	352
2023 Q1	$1.86M	Sell	35,674 -23,047	-39%	-$1.39M	0.01%	329
2022 Q4	$2.83M	Buy	58,721 +22,416	+62%	+$1.14M	0.01%	293
2022 Q3	$1.39M	Sell	36,305 -330	-0.9%	-$15.8K	0.01%	370
2022 Q2	$1.42M	Buy	36,635 +321	+0.9%	+$13.5K	0.01%	376
2022 Q1	$1.51M	Sell	36,314 -8,322	-19%	-$392K	﹤0.01%	399
2021 Q4	$2.22M	Buy	44,636 +999	+2%	+$54.2K	0.01%	331
2021 Q3	$2.54M	Buy	43,637 +322	+0.7%	+$19.8K	0.01%	301
2021 Q2	$2.87M	Sell	43,315 -500	-1%	-$31.9K	0.01%	288
2021 Q1	$2.59M	Sell	43,815 -37,018	-46%	-$2.21M	0.01%	293
2020 Q4	$4.61M	Sell	80,833 -450	-0.6%	-$25.3K	0.02%	236
2020 Q3	$4.3M	Sell	81,283 -2,092	-3%	-$111K	0.02%	235
2020 Q2	$4.01M	Sell	83,375 -10,844	-12%	-$511K	0.02%	234
2020 Q1	$4.02M	Sell	94,219 -1,810	-2%	-$80.7K	0.03%	232
2019 Q4	$4.61M	Sell	96,029 -800	-0.8%	-$35.6K	0.02%	245
2019 Q3	$4.4M	Sell	96,829 -654	-0.7%	-$29.2K	0.02%	248
2019 Q2	$4.5M	Sell	97,483 -150	-0.2%	-$6.51K	0.03%	242
2019 Q1	$4.38M	Sell	97,633 -9,526	-9%	-$375K	0.03%	249
2018 Q4	$3.59M	Sell	107,159 -750	-0.7%	-$25.7K	0.02%	273
2018 Q3	$3.79M	Sell	107,909 -3,323	-3%	-$118K	0.02%	296
2018 Q2	$4.28M	Sell	111,232 -252	-0.2%	-$9.98K	0.02%	279
2018 Q1	$4.63M	Buy	111,484 +1,551	+1%	+$66.7K	0.03%	259
2017 Q4	$4.4M	Sell	109,933 -37,765	-26%	-$1.55M	0.02%	276
2017 Q3	$5.9M	Sell	147,698 -8,299	-5%	-$309K	0.03%	234
2017 Q2	$6.15M	Sell	155,997 -30,646	-16%	-$1.11M	0.04%	225
2017 Q1	$5.08M	Sell	186,643 -87,766	-32%	-$2.35M	0.03%	242
2016 Q4	$7.17M	Buy	+274,409	New	+$7.47M	0.04%	207

Other funds holding YUMC

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 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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Manhattan's YUMC Position: Q2 2026 in Review

First Manhattan sold out of Yum China (YUMC) in Q2 2026, closing a stake of 4,781 shares — an estimated $233K sold.

First Manhattan first reported a position in YUMC in Q4 2016 and held it in 37 quarters. The position peaked at $7.17M in Q4 2016. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

First Manhattan reported no remaining Yum China position as of Q2 2026 after selling out during the quarter.
First Manhattan sold 4,781 Yum China shares in Q2 2026, an estimated $233K.
First Manhattan first reported a position in Yum China in Q4 2016 and held it in 37 quarters.
First Manhattan's Yum China position peaked at $7.17M in Q4 2016.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.