London & Capital Asset Management’s Yum China YUMC Stock Holding History

London & Capital Asset Management’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	$320M	Buy	7,838,137 +1,663,611	+27%	+$76.2M	2.93%	19
2026 Q1	$301M	Sell	6,174,526 -104,128	-2%	-$5.39M	3.28%	16
2025 Q4	$300M	Buy	6,278,654 +5,376,095	+596%	+$246M	3.1%	18
2025 Q3	$38.7M	Buy	902,559 +168,004	+23%	+$7.64M	2.77%	17
2025 Q2	$32.8M	Buy	734,555 +127,147	+21%	+$5.68M	2.49%	14
2025 Q1	$31.6M	Buy	607,408 +49,717	+9%	+$2.38M	2.71%	13
2024 Q4	$26.9M	Buy	+557,691	New	+$26.4M	2.29%	11

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

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

London & Capital Asset Management's YUMC Position: Q2 2026 in Review

London & Capital Asset Management increased its Yum China (YUMC) stake by 27% in Q2 2026, buying an estimated $76.2M and bringing the position to 7,838,137 shares worth $320M. The position accounts for 2.93% of the portfolio, ranked #19.

London & Capital Asset Management first reported a position in YUMC in Q4 2024 and has held it in 7 quarters since. 662 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

London & Capital Asset Management held 7,838,137 shares of Yum China worth $320M as of Q2 2026.
London & Capital Asset Management bought 1,663,611 Yum China shares in Q2 2026, an estimated $76.2M.
Yum China made up 2.93% of London & Capital Asset Management's portfolio in Q2 2026, its #19 holding.
London & Capital Asset Management first reported a position in Yum China in Q4 2024 and has held it in 7 quarters since.
662 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.