North of South Capital’s Yum China YUMC Stock Holding History

North of South Capital’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	$62.8M	Buy	+1,536,481	New	+$70.3M	4.62%	9

Other funds holding YUMC

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

North of South Capital's YUMC Position: Q2 2026 in Review

North of South Capital opened a new position in Yum China (YUMC) in Q2 2026: 1,536,481 shares worth $62.8M. The stake represents 4.62% of the portfolio and ranks #9 among its holdings.

257 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

North of South Capital held 1,536,481 shares of Yum China worth $62.8M as of Q2 2026.
Yum China was a new North of South Capital position in Q2 2026.
Yum China made up 4.62% of North of South Capital's portfolio in Q2 2026, its #9 holding.
257 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on North of South Capital's 13F filing for Q2 2026, filed 30 Jul 2026.