Flossbach Von Storch’s Yum China YUMC Stock Holding History

Flossbach Von Storch’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 Q1	$2.93M	Sell	60,000 -5,000	-8%	-$259K	0.01%	82
2025 Q4	$3.1M	Sell	65,000 -15,000	-19%	-$687K	0.01%	89
2025 Q3	$3.43M	Sell	80,000 -2,500	-3%	-$114K	0.01%	88
2025 Q2	$3.69M	Buy	82,500 +2,500	+3%	+$112K	0.02%	87
2025 Q1	$4.16M	Hold	80,000	–	–	0.02%	88
2024 Q4	$3.85M	Hold	80,000	–	–	0.02%	87
2024 Q3	$3.6M	Sell	80,000 -10,000	-11%	-$333K	0.01%	95
2024 Q2	$2.78M	Sell	90,000 -10,000	-10%	-$366K	0.01%	96
2024 Q1	$3.98M	Buy	100,000 +35,000	+54%	+$1.38M	0.02%	85
2023 Q4	$2.76M	Buy	65,000 +20,000	+44%	+$931K	0.01%	95
2023 Q3	$2.51M	Buy	45,000 +25,000	+125%	+$1.4M	0.01%	94
2023 Q2	$1.13M	Buy	+20,000	New	+$1.21M	﹤0.01%	104
2017 Q2	–	Sell	-10,000	Closed	-$272K	–	97
2017 Q1	$272K	Sell	10,000 -2,750	-22%	-$73.5K	﹤0.01%	97
2016 Q4	$333K	Buy	+12,750	New	+$347K	0.01%	96

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Flossbach Von Storch's YUMC Position: Q1 2026 in Review

Flossbach Von Storch reduced its Yum China (YUMC) stake by 7.7% in Q1 2026, selling an estimated $259K and leaving 60,000 shares worth $2.93M. The position accounts for 0.01% of the portfolio, ranked #82.

Flossbach Von Storch first reported a position in YUMC in Q4 2016 and has held it in 14 quarters since. The position peaked at $4.16M in Q1 2025. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Flossbach Von Storch held 60,000 shares of Yum China worth $2.93M as of Q1 2026.
Flossbach Von Storch sold 5,000 Yum China shares in Q1 2026, an estimated $259K.
Yum China made up 0.01% of Flossbach Von Storch's portfolio in Q1 2026, its #82 holding.
Flossbach Von Storch first reported a position in Yum China in Q4 2016 and has held it in 14 quarters since.
Flossbach Von Storch's Yum China position peaked at $4.16M in Q1 2025.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Flossbach Von Storch's 13F filing for Q1 2026, filed 29 Apr 2026.