Ninety One (UK)’s Yum China YUMC Stock Holding History

Ninety One (UK)’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	$15.3M	Buy	375,190 +28,629	+8%	+$1.31M	0.03%	164
2026 Q1	$16.9M	Sell	346,561 -105,153	-23%	-$5.44M	0.04%	150
2025 Q4	$21.6M	Hold	451,714	–	–	0.05%	132
2025 Q3	$19.4M	Buy	451,714 +181	+0%	+$8.23K	0.04%	141
2025 Q2	$20.2M	Buy	+451,533	New	+$20.2M	0.05%	132
2022 Q1	–	Sell	-1,788,354	Closed	-$87.9M	–	218
2021 Q4	$87.9M	Sell	1,788,354 -118,991	-6%	-$6.46M	0.21%	96
2021 Q3	$113M	Buy	1,907,345 +116,601	+7%	+$7.17M	0.29%	86
2021 Q2	$117M	Buy	1,790,744 +28,771	+2%	+$1.84M	0.3%	88
2021 Q1	$103M	Sell	1,761,973 -1,094,623	-38%	-$65.4M	0.29%	91
2020 Q4	$163M	Sell	2,856,596 -481,350	-14%	-$27M	0.5%	57
2020 Q3	$175M	Buy	3,337,946 +1,253,861	+60%	+$66.4M	0.63%	47
2020 Q2	$100M	Buy	+2,084,085	New	+$98.3M	0.36%	67

Other funds holding YUMC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Ninety One (UK)'s YUMC Position: Q2 2026 in Review

Ninety One (UK) increased its Yum China (YUMC) stake by 8.3% in Q2 2026, buying an estimated $1.31M and bringing the position to 375,190 shares worth $15.3M. The position accounts for 0.03% of the portfolio, ranked #164.

Ninety One (UK) first reported a position in YUMC in Q2 2020 and has held it in 12 quarters since. The position peaked at $175M in Q3 2020. 76 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Ninety One (UK) held 375,190 shares of Yum China worth $15.3M as of Q2 2026.
Ninety One (UK) bought 28,629 Yum China shares in Q2 2026, an estimated $1.31M.
Yum China made up 0.03% of Ninety One (UK)'s portfolio in Q2 2026, its #164 holding.
Ninety One (UK) first reported a position in Yum China in Q2 2020 and has held it in 12 quarters since.
Ninety One (UK)'s Yum China position peaked at $175M in Q3 2020.
76 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.