Todd Asset Management’s Yum China YUMC Stock Holding History

Todd Asset 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 Q2	$46.4M	Buy	1,135,553 +70	+0%	+$3.21K	0.82%	55
2026 Q1	$55.4M	Buy	1,135,483 +291,819	+35%	+$15.1M	1.08%	32
2025 Q4	$40.3M	Buy	843,664 +2,138	+0.3%	+$97.9K	0.78%	62
2025 Q3	$36.1M	Buy	841,526 +46,499	+6%	+$2.11M	0.73%	69
2025 Q2	$35.5M	Buy	795,027 +364,341	+85%	+$16.3M	0.77%	65
2025 Q1	$22.4M	Buy	+430,686	New	+$20.7M	0.53%	96

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

Todd Asset Management's YUMC Position: Q2 2026 in Review

Todd Asset Management increased its Yum China (YUMC) stake by 0.01% in Q2 2026, buying an estimated $3.21K and bringing the position to 1,135,553 shares worth $46.4M. The position accounts for 0.82% of the portfolio, ranked #55.

Todd Asset Management first reported a position in YUMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $55.4M in Q1 2026. 656 funds tracked by Wall St. Rank hold YUMC as of Q2 2026.

Todd Asset Management held 1,135,553 shares of Yum China worth $46.4M as of Q2 2026.
Todd Asset Management bought 70 Yum China shares in Q2 2026, an estimated $3.21K.
Yum China made up 0.82% of Todd Asset Management's portfolio in Q2 2026, its #55 holding.
Todd Asset Management first reported a position in Yum China in Q1 2025 and has held it in 6 quarters since.
Todd Asset Management's Yum China position peaked at $55.4M in Q1 2026.
656 funds tracked by Wall St. Rank held Yum China as of Q2 2026.

Based on Todd Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.