Osborne Partners Capital Management’s Yum China YUMC Stock Holding History

Osborne Partners Capital 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 Q1	–	Sell	-17,900	Closed	-$855K	–	206
2025 Q4	$855K	Sell	17,900 -41	-0.2%	-$1.88K	0.04%	142
2025 Q3	$770K	Buy	17,941 +41	+0.2%	+$1.86K	0.04%	148
2025 Q2	$800K	Sell	17,900 -580	-3%	-$25.9K	0.04%	153
2025 Q1	$962K	Hold	18,480	–	–	0.06%	147
2024 Q4	$890K	Hold	18,480	–	–	0.05%	149
2024 Q3	$832K	Hold	18,480	–	–	0.05%	149
2024 Q2	$570K	Buy	18,480 +1,500	+9%	+$54.9K	0.03%	154
2024 Q1	$676K	Hold	16,980	–	–	0.04%	144
2023 Q4	$720K	Hold	16,980	–	–	0.05%	146
2023 Q3	$946K	Hold	16,980	–	–	0.07%	133
2023 Q2	$959K	Hold	16,980	–	–	0.07%	135
2023 Q1	$1.08M	Hold	16,980	–	–	0.08%	135
2022 Q4	$928K	Hold	16,980	–	–	0.07%	136
2022 Q3	$804K	Hold	16,980	–	–	0.07%	142
2022 Q2	$824K	Buy	+16,980	New	+$715K	0.06%	144
2021 Q3	–	Sell	-3,320	Closed	-$220K	–	205
2021 Q2	$220K	Buy	+3,320	New	+$212K	0.02%	194
2021 Q1	–	Sell	-18,480	Closed	-$1.05M	–	220
2020 Q4	$1.05M	Buy	+18,480	New	+$1.04M	0.13%	117
2019 Q1	–	Sell	-18,480	Closed	-$620K	–	183
2018 Q4	$620K	Hold	18,480	–	–	0.09%	129
2018 Q3	$649K	Sell	18,480 -48	-0.3%	-$1.71K	0.08%	126
2018 Q2	$713K	Buy	18,528 +48	+0.3%	+$1.9K	0.1%	125
2018 Q1	$767K	Hold	18,480	–	–	0.11%	121
2017 Q4	$740K	Hold	18,480	–	–	0.1%	124
2017 Q3	$739K	Hold	18,480	–	–	0.1%	124
2017 Q2	$729K	Hold	18,480	–	–	0.1%	119
2017 Q1	$503K	Hold	18,480	–	–	0.07%	134
2016 Q4	$483K	Buy	+18,480	New	+$503K	0.07%	137

Other funds holding YUMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

Osborne Partners Capital Management's YUMC Position: Q1 2026 in Review

Osborne Partners Capital Management sold out of Yum China (YUMC) in Q1 2026, closing a stake of 17,900 shares — an estimated $855K sold.

Osborne Partners Capital Management first reported a position in YUMC in Q4 2016 and held it in 26 quarters. The position peaked at $1.08M in Q1 2023. 705 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Osborne Partners Capital Management reported no remaining Yum China position as of Q1 2026 after selling out during the quarter.
Osborne Partners Capital Management sold 17,900 Yum China shares in Q1 2026, an estimated $855K.
Osborne Partners Capital Management first reported a position in Yum China in Q4 2016 and held it in 26 quarters.
Osborne Partners Capital Management's Yum China position peaked at $1.08M in Q1 2023.
705 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.