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Francois Rochon’s Yum China YUMC Stock Holding History

Francois Rochon’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 		$1.47M Hold
36,036
– – 0.05% 47
2026
Q1 		$1.76M Hold
36,036
– – 0.06% 39
2025
Q4 		$1.72M Hold
36,036
– – 0.06% 37
2025
Q3 		$1.55M Hold
36,036
– – 0.05% 41
2025
Q2 		$1.61M Hold
36,036
– – 0.06% 41
2025
Q1 		$1.88M Hold
36,036
– – 0.07% 41
2024
Q4 		$1.74M Hold
36,036
– – 0.06% 43
2024
Q3 		$1.62M Buy
+36,036
New +$1.2M 0.06% 42

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
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 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

Francois Rochon's YUMC Position: Q2 2026 in Review

Francois Rochon held its Yum China (YUMC) position steady in Q2 2026 at 36,036 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #47.

Francois Rochon first reported a position in YUMC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q1 2025. 659 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Francois Rochon held 36,036 shares of Yum China worth $1.47M as of Q2 2026.
  • Francois Rochon left its Yum China share count unchanged in Q2 2026.
  • Yum China made up 0.05% of Francois Rochon's portfolio in Q2 2026, its #47 holding.
  • Francois Rochon first reported a position in Yum China in Q3 2024 and has held it in 8 quarters since.
  • Francois Rochon's Yum China position peaked at $1.88M in Q1 2025.
  • 659 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.