Polymer Capital Management (HK)’s Yum China YUMC Stock Holding History

Polymer Capital Management (HK)’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	$1.39M	Buy	34,150 +28,350	+489%	+$1.3M	0.07%	103
2026 Q1	$283K	Sell	5,800 -80,854	-93%	-$4.19M	0.02%	147
2025 Q4	$4.14M	Buy	86,654 +50,654	+141%	+$2.32M	0.59%	39
2025 Q3	$1.55M	Sell	36,000 -46,044	-56%	-$2.09M	0.21%	96
2025 Q2	$3.67M	Buy	+82,044	New	+$3.67M	0.55%	50
2025 Q1	–	Sell	-31,600	Closed	-$1.52M	–	204
2024 Q4	$1.52M	Buy	+31,600	New	+$1.5M	0.26%	94
2024 Q3	–	Sell	-83,400	Closed	-$2.57M	–	211
2024 Q2	$2.57M	Buy	83,400 +76,600	+1,126%	+$2.8M	0.52%	48
2024 Q1	$271K	Buy	+6,800	New	+$268K	0.07%	137

Other funds holding YUMC

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

MIP

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Polymer Capital Management (HK)'s YUMC Position: Q2 2026 in Review

Polymer Capital Management (HK) increased its Yum China (YUMC) stake by 489% in Q2 2026, buying an estimated $1.3M and bringing the position to 34,150 shares worth $1.39M. The position accounts for 0.07% of the portfolio, ranked #103.

Polymer Capital Management (HK) first reported a position in YUMC in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q4 2025. 661 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Polymer Capital Management (HK) held 34,150 shares of Yum China worth $1.39M as of Q2 2026.
Polymer Capital Management (HK) bought 28,350 Yum China shares in Q2 2026, an estimated $1.3M.
Yum China made up 0.07% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #103 holding.
Polymer Capital Management (HK) first reported a position in Yum China in Q1 2024 and has held it in 8 quarters since.
Polymer Capital Management (HK)'s Yum China position peaked at $4.14M in Q4 2025.
661 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.