Van Lanschot Kempen Investment Management’s Yum China YUMC Stock Holding History

Van Lanschot Kempen Investment 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	$7.2M	Sell	147,526 -9,770	-6%	-$506K	0.06%	174
2025 Q4	$7.51M	Sell	157,296 -94,685	-38%	-$4.34M	0.06%	180
2025 Q3	$10.8M	Sell	251,981 -11,681	-4%	-$531K	0.1%	152
2025 Q2	$11.8M	Hold	263,662	–	–	0.11%	138
2025 Q1	$13.7M	Buy	+263,662	New	+$12.6M	0.14%	124

Other funds holding YUMC

JP Morgan Chase New York $1.56T AUM 27.86% 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 $648M AUM 6.1% 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 $2.85B AUM 55.09% 1-Year Est. Return

Van Lanschot Kempen Investment Management's YUMC Position: Q1 2026 in Review

Van Lanschot Kempen Investment Management reduced its Yum China (YUMC) stake by 6.2% in Q1 2026, selling an estimated $506K and leaving 147,526 shares worth $7.2M. The position accounts for 0.06% of the portfolio, ranked #174.

Van Lanschot Kempen Investment Management first reported a position in YUMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.7M in Q1 2025. 703 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

Van Lanschot Kempen Investment Management held 147,526 shares of Yum China worth $7.2M as of Q1 2026.
Van Lanschot Kempen Investment Management sold 9,770 Yum China shares in Q1 2026, an estimated $506K.
Yum China made up 0.06% of Van Lanschot Kempen Investment Management's portfolio in Q1 2026, its #174 holding.
Van Lanschot Kempen Investment Management first reported a position in Yum China in Q1 2025 and has held it in 5 quarters since.
Van Lanschot Kempen Investment Management's Yum China position peaked at $13.7M in Q1 2025.
703 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.