Mariner’s Yum China YUMC Stock Holding History

Mariner’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	$2.07M	Buy	42,358 +3,337	+9%	+$173K	﹤0.01%	1506
2025 Q4	$1.86M	Buy	39,021 +2,844	+8%	+$130K	﹤0.01%	1543
2025 Q3	$1.55M	Buy	36,177 +5,734	+19%	+$261K	﹤0.01%	1597
2025 Q2	$1.36M	Buy	30,443 +3,224	+12%	+$144K	﹤0.01%	1587
2025 Q1	$1.42M	Buy	27,219 +2,360	+9%	+$113K	﹤0.01%	1442
2024 Q4	$1.2M	Buy	24,859 +874	+4%	+$41.4K	﹤0.01%	1532
2024 Q3	$1.08M	Buy	23,985 +2,062	+9%	+$68.6K	﹤0.01%	1546
2024 Q2	$676K	Sell	21,923 -1,555	-7%	-$56.9K	﹤0.01%	1803
2024 Q1	$934K	Sell	23,478 -3,377	-13%	-$133K	﹤0.01%	1551
2023 Q4	$1.14M	Sell	26,855 -11,747	-30%	-$547K	﹤0.01%	1347
2023 Q3	$2.15M	Sell	38,602 -5,094	-12%	-$285K	0.01%	937
2023 Q2	$2.47M	Buy	43,696 +306	+0.7%	+$18.5K	0.01%	894
2023 Q1	$2.75M	Buy	43,390 +2,576	+6%	+$156K	0.01%	830
2022 Q4	$2.23M	Buy	40,814 +2,016	+5%	+$102K	0.01%	889
2022 Q3	$1.84M	Buy	38,798 +7,251	+23%	+$348K	0.01%	812
2022 Q2	$1.53M	Buy	31,547 +6,777	+27%	+$285K	0.01%	782
2022 Q1	$1.03M	Buy	24,770 +7,900	+47%	+$372K	﹤0.01%	924
2021 Q4	$841K	Sell	16,870 -2,199	-12%	-$119K	﹤0.01%	873
2021 Q3	$1.11M	Buy	19,069 +1,039	+6%	+$63.9K	0.01%	678
2021 Q2	$1.19M	Buy	18,030 +797	+5%	+$50.8K	0.01%	621
2021 Q1	$1.02M	Buy	+17,233	New	+$1.03M	0.01%	607
2020 Q4	–	Sell	-11,017	Closed	-$583K	–	808
2020 Q3	$583K	Sell	11,017 -2,222	-17%	-$118K	0.01%	590
2020 Q2	$636K	Buy	13,239 +382	+3%	+$18K	0.01%	565
2020 Q1	$548K	Buy	12,857 +893	+7%	+$39.8K	0.01%	572
2019 Q4	$574K	Buy	11,964 +266	+2%	+$11.8K	0.01%	593
2019 Q3	$531K	Buy	11,698 +2,144	+22%	+$95.7K	0.01%	590
2019 Q2	$441K	Buy	9,554 +1,932	+25%	+$83.9K	0.01%	765
2019 Q1	$342K	Sell	7,622 -99	-1%	-$3.9K	﹤0.01%	769
2018 Q4	$259K	Buy	+7,721	New	+$265K	﹤0.01%	705
2018 Q3	–	Sell	-5,610	Closed	-$216K	–	841
2018 Q2	$216K	Buy	+5,610	New	+$222K	0.01%	732

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

Mariner's YUMC Position: Q1 2026 in Review

Mariner increased its Yum China (YUMC) stake by 8.6% in Q1 2026, buying an estimated $173K and bringing the position to 42,358 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Mariner first reported a position in YUMC in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.75M in Q1 2023. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Mariner held 42,358 shares of Yum China worth $2.07M as of Q1 2026.
Mariner bought 3,337 Yum China shares in Q1 2026, an estimated $173K.
Yum China made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1506 holding.
Mariner first reported a position in Yum China in Q2 2018 and has held it in 30 quarters since.
Mariner's Yum China position peaked at $2.75M in Q1 2023.
700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.