Primavera Capital Management’s Yum China YUMC Stock Holding History

Primavera 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	$587M	Hold	12,035,635	–	–	90.61%	1
2025 Q4	$575M	Hold	12,035,635	–	–	87.44%	1
2025 Q3	$517M	Hold	12,035,635	–	–	83.88%	1
2025 Q2	$538M	Hold	12,035,635	–	–	86.48%	1
2025 Q1	$627M	Hold	12,035,635	–	–	87.68%	1
2024 Q4	$580M	Hold	12,035,635	–	–	90.37%	1
2024 Q3	$542M	Hold	12,035,635	–	–	91.64%	1
2024 Q2	$371M	Buy	+12,035,635	New	+$441M	71.72%	1
2024 Q1	–	Sell	-12,035,635	Closed	-$475M	–	1
2023 Q4	$511M	Hold	12,035,635	–	–	79.65%	1
2023 Q3	$671M	Hold	12,035,635	–	–	82.88%	1
2023 Q2	$680M	Sell	12,035,635 -1,136,016	-9%	-$68.5M	76.59%	1
2023 Q1	$835M	Hold	13,171,651	–	–	81.44%	1
2022 Q4	$720M	Sell	13,171,651 -3,193,127	-20%	-$162M	81.65%	1
2022 Q3	$775M	Hold	16,364,778	–	–	79.33%	1
2022 Q2	$794M	Hold	16,364,778	–	–	66.15%	1
2022 Q1	$680M	Hold	16,364,778	–	–	62.39%	1
2021 Q4	$816M	Hold	16,364,778	–	–	54.61%	1
2021 Q3	$951M	Hold	16,364,778	–	–	53.91%	1
2021 Q2	$1.08B	Hold	16,364,778	–	–	52.33%	1
2021 Q1	$969M	Hold	16,364,778	–	–	51.96%	1
2020 Q4	$934M	Sell	16,364,778 -7,511,967	-31%	-$422M	95.11%	1
2020 Q3	$1.26B	Hold	23,876,745	–	–	95.45%	1
2020 Q2	$1.15B	Hold	23,876,745	–	–	92.5%	1
2020 Q1	$1.02B	Buy	23,876,745 +19,930	+0.1%	+$889K	62.22%	1
2019 Q4	$1.15B	Sell	23,856,815 -7,451,622	-24%	-$331M	61.28%	1
2019 Q3	$1.42B	Buy	31,308,437 +41,530	+0.1%	+$1.85M	68.66%	1
2019 Q2	$1.44B	Buy	31,266,907 +46,208	+0.1%	+$2.01M	68.6%	1
2019 Q1	$1.4B	Buy	31,220,699 +42,730	+0.1%	+$1.68M	65.28%	1
2018 Q4	$1.05B	Buy	31,177,969 +50,285	+0.2%	+$1.73M	63.44%	1
2018 Q3	$1.09B	Buy	31,127,684 +37,632	+0.1%	+$1.34M	58.59%	1
2018 Q2	$1.2B	Buy	31,090,052 +37,364	+0.1%	+$1.48M	59.94%	1
2018 Q1	$1.29B	Buy	31,052,688 +69,796	+0.2%	+$3M	62.31%	1
2017 Q4	$1.24B	Hold	30,982,892	–	–	55.14%	1
2017 Q3	$1.24B	Hold	30,982,892	–	–	55.59%	1
2017 Q2	$1.22B	Hold	30,982,892	–	–	52.87%	1
2017 Q1	$843M	Sell	30,982,892 -760,139	-2%	-$20.3M	47.81%	2
2016 Q4	$829M	Buy	+31,743,031	New	+$864M	52.54%	1

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MIP

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primavera Capital Management's YUMC Position: Q1 2026 in Review

Primavera Capital Management held its Yum China (YUMC) position steady in Q1 2026 at 12,035,635 shares worth $587M. The position accounts for 90.61% of the portfolio, ranked #1.

Primavera Capital Management first reported a position in YUMC in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.44B in Q2 2019. 701 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Primavera Capital Management held 12,035,635 shares of Yum China worth $587M as of Q1 2026.
Primavera Capital Management left its Yum China share count unchanged in Q1 2026.
Yum China made up 90.61% of Primavera Capital Management's portfolio in Q1 2026, its #1 holding.
Primavera Capital Management first reported a position in Yum China in Q4 2016 and has held it in 37 quarters since.
Primavera Capital Management's Yum China position peaked at $1.44B in Q2 2019.
701 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Primavera Capital Management's 13F filing for Q1 2026, filed 15 May 2026.