Mackenzie Financial’s Yum China YUMC Stock Holding History

Mackenzie Financial’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	$48.3M	Buy	1,182,705 +337,370	+40%	+$15.4M	0.05%	270
2026 Q1	$41.2M	Buy	845,335 +333,679	+65%	+$17.3M	0.05%	289
2025 Q4	$24.4M	Sell	511,656 -10,799	-2%	-$495K	0.03%	357
2025 Q3	$22.4M	Sell	522,455 -231	-0%	-$10.5K	0.03%	359
2025 Q2	$23.4M	Buy	522,686 +113,422	+28%	+$5.07M	0.03%	338
2025 Q1	$21.3M	Sell	409,264 -179,297	-30%	-$8.6M	0.03%	333
2024 Q4	$28.4M	Buy	588,561 +13,215	+2%	+$627K	0.04%	293
2024 Q3	$25.9M	Sell	575,346 -35,643	-6%	-$1.19M	0.04%	308
2024 Q2	$18.8M	Sell	610,989 -32,424	-5%	-$1.19M	0.03%	349
2024 Q1	$25.6M	Buy	643,413 +30,916	+5%	+$1.22M	0.04%	300
2023 Q4	$26M	Buy	612,497 +68,757	+13%	+$3.2M	0.04%	296
2023 Q3	$29.5M	Sell	543,740 -82,143	-13%	-$4.6M	0.05%	262
2023 Q2	$36M	Buy	625,883 +43,790	+8%	+$2.64M	0.05%	250
2023 Q1	$36.9M	Buy	582,093 +9,316	+2%	+$562K	0.06%	258
2022 Q4	$31.3M	Buy	572,777 +35,413	+7%	+$1.8M	0.05%	262
2022 Q3	$25.4M	Sell	537,364 -215,184	-29%	-$10.3M	0.04%	283
2022 Q2	$36.5M	Buy	752,548 +3,083	+0.4%	+$130K	0.06%	249
2022 Q1	$31.1M	Buy	749,465 +27,775	+4%	+$1.31M	0.04%	282
2021 Q4	$36M	Buy	721,690 +213,477	+42%	+$11.6M	0.05%	276
2021 Q3	$29.5M	Buy	508,213 +81,878	+19%	+$5.03M	0.04%	294
2021 Q2	$28.2M	Buy	426,335 +121,835	+40%	+$7.77M	0.04%	289
2021 Q1	$18M	Buy	304,500 +12,919	+4%	+$772K	0.03%	336
2020 Q4	$16.6M	Buy	291,581 +26,691	+10%	+$1.5M	0.04%	272
2020 Q3	$14M	Sell	264,890 -885	-0.3%	-$46.8K	0.03%	257
2020 Q2	$12.8M	Sell	265,775 -9,017	-3%	-$425K	0.03%	274
2020 Q1	$11.7M	Sell	274,792 -27,085	-9%	-$1.21M	0.04%	261
2019 Q4	$14.5M	Buy	301,877 +32,850	+12%	+$1.46M	0.04%	277
2019 Q3	$12.2M	Sell	269,027 -197,410	-42%	-$8.82M	0.03%	299
2019 Q2	$21.5M	Buy	466,437 +269,982	+137%	+$11.7M	0.06%	232
2019 Q1	$8.82M	Buy	196,455 +162,546	+479%	+$6.4M	0.02%	395
2018 Q4	$1.14M	Buy	+33,909	New	+$1.16M	﹤0.01%	788

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

Mackenzie Financial's YUMC Position: Q2 2026 in Review

Mackenzie Financial increased its Yum China (YUMC) stake by 40% in Q2 2026, buying an estimated $15.4M and bringing the position to 1,182,705 shares worth $48.3M. The position accounts for 0.05% of the portfolio, ranked #270.

Mackenzie Financial first reported a position in YUMC in Q4 2018 and has held it in 31 quarters since. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Mackenzie Financial held 1,182,705 shares of Yum China worth $48.3M as of Q2 2026.
Mackenzie Financial bought 337,370 Yum China shares in Q2 2026, an estimated $15.4M.
Yum China made up 0.05% of Mackenzie Financial's portfolio in Q2 2026, its #270 holding.
Mackenzie Financial first reported a position in Yum China in Q4 2018 and has held it in 31 quarters since.
656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.