WIM
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Waverton Investment Management’s Yum China YUMC Stock Holding History

Waverton 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
2025
Q4 		– Sell
-4,851,909
Closed -$208M – 99
2025
Q3 		$208M Buy
4,851,909
+539,531
+13% +$24.5M 2.68% 21
2025
Q2 		$193M Buy
4,312,378
+316,513
+8% +$14.2M 2.65% 18
2025
Q1 		$208M Sell
3,995,865
-68,098
-2% -$3.27M 3.22% 15
2024
Q4 		$196M Sell
4,063,963
-139,124
-3% -$6.6M 3.12% 14
2024
Q3 		$189M Buy
4,203,087
+3,270,560
+351% +$109M 3.11% 14
2024
Q2 		$28.8M Buy
932,527
+154,485
+20% +$5.65M 0.54% 37
2024
Q1 		$31M Buy
778,042
+283,730
+57% +$11.2M 0.64% 35
2023
Q4 		$21M Sell
494,312
-54,993
-10% -$2.56M 0.51% 35
2023
Q3 		$30.6M Buy
549,305
+34,549
+7% +$1.93M 0.89% 26
2023
Q2 		$29.1M Buy
514,756
+13,151
+3% +$793K 0.83% 31
2023
Q1 		$31.8M Sell
501,605
-109,432
-18% -$6.61M 0.98% 27
2022
Q4 		$33.4M Sell
611,037
-102,901
-14% -$5.23M 1.23% 25
2022
Q3 		$33.8M Buy
713,938
+156,610
+28% +$7.52M 1.38% 20
2022
Q2 		$27M Buy
557,328
+325,389
+140% +$13.7M 1.05% 23
2022
Q1 		$9.63M Buy
231,939
+30,464
+15% +$1.44M 0.32% 44
2021
Q4 		$10M Buy
201,475
+99,000
+97% +$5.37M 0.32% 41
2021
Q3 		$5.96M Buy
102,475
+13,400
+15% +$824K 0.23% 36
2021
Q2 		$5.9M Buy
+89,075
New +$5.68M 0.23% 36

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $565M AUM 11.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waverton Investment Management's YUMC Position: Q4 2025 in Review

Waverton Investment Management sold out of Yum China (YUMC) in Q4 2025, closing a stake of 4,851,909 shares — an estimated $208M sold.

Waverton Investment Management first reported a position in YUMC in Q2 2021 and held it in 18 quarters. The position peaked at $208M in Q3 2025. 674 funds tracked by Wall St. Rank hold YUMC as of Q4 2025.

  • Waverton Investment Management reported no remaining Yum China position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 4,851,909 Yum China shares in Q4 2025, an estimated $208M.
  • Waverton Investment Management first reported a position in Yum China in Q2 2021 and held it in 18 quarters.
  • Waverton Investment Management's Yum China position peaked at $208M in Q3 2025.
  • 674 funds tracked by Wall St. Rank held Yum China as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.