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Morningstar Investment Management’s Yum China YUMC Stock Holding History

Morningstar Investment 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 		$3.9M Hold
78,757
– – 0.24% 99
2026
Q1 		$3.9M Sell
78,757
-72,070
-48% -$3.73M 0.24% 99
2025
Q4 		$7.17M Buy
150,827
+13,637
+10% +$625K 0.42% 45
2025
Q3 		$5.89M Buy
+137,190
New +$6.24M 0.22% 120

Other funds holding YUMC

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
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morningstar Investment Management's YUMC Position: Q2 2026 in Review

Morningstar Investment Management held its Yum China (YUMC) position steady in Q2 2026 at 78,757 shares worth $3.9M. The position accounts for 0.24% of the portfolio, ranked #99.

Morningstar Investment Management first reported a position in YUMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.17M in Q4 2025. 267 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

  • Morningstar Investment Management held 78,757 shares of Yum China worth $3.9M as of Q2 2026.
  • Morningstar Investment Management left its Yum China share count unchanged in Q2 2026.
  • Yum China made up 0.24% of Morningstar Investment Management's portfolio in Q2 2026, its #99 holding.
  • Morningstar Investment Management first reported a position in Yum China in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Yum China position peaked at $7.17M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.