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LMR Partners’s Yum China YUMC Stock Holding History

LMR Partners’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
2023
Q3 		– Sell
-40,000
Closed -$2.26M – 1045
2023
Q2 		$2.26M Buy
+40,000
New +$2.41M 0.03% 330

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

LMR Partners's YUMC Position: Q2 2026 in Review

LMR Partners reduced its Yum China (YUMC) stake by 88% in Q2 2026, selling an estimated $7M and leaving 20,250 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

LMR Partners first reported a position in YUMC in Q2 2020 and has held it in 23 quarters since. The position peaked at $32.1M in Q1 2025. 663 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • LMR Partners held 20,250 shares of Yum China worth $828K as of Q2 2026.
  • LMR Partners sold 152,950 Yum China shares in Q2 2026, an estimated $7M.
  • Yum China made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1090 holding.
  • LMR Partners first reported a position in Yum China in Q2 2020 and has held it in 23 quarters since.
  • LMR Partners's Yum China position peaked at $32.1M in Q1 2025.
  • 663 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.