Wellington Management Group
YUMC icon

Wellington Management Group’s Yum China YUMC Stock Holding History

Wellington Management Group’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 		$141M Sell
2,884,547
-1,438,483
-33% -$74.5M 0.03% 459
2025
Q4 		$206M Sell
4,323,030
-126,579
-3% -$5.8M 0.04% 381
2025
Q3 		$193M Sell
4,449,609
-338,820
-7% -$15.4M 0.03% 389
2025
Q2 		$214M Buy
4,788,429
+789,114
+20% +$35.3M 0.04% 345
2025
Q1 		$208M Sell
3,999,315
-581,115
-13% -$27.9M 0.04% 340
2024
Q4 		$221M Buy
4,580,430
+2,238,720
+96% +$106M 0.04% 348
2024
Q3 		$105M Sell
2,341,710
-304,589
-12% -$10.1M 0.02% 522
2024
Q2 		$81.6M Buy
2,646,299
+2,549,271
+2,627% +$93.3M 0.01% 586
2024
Q1 		$3.86M Buy
97,028
+37,092
+62% +$1.46M ﹤0.01% 1384
2023
Q4 		$2.54M Sell
59,936
-136,949
-70% -$6.37M ﹤0.01% 1443
2023
Q3 		$11M Sell
196,885
-4,746
-2% -$266K ﹤0.01% 1084
2023
Q2 		$11.4M Sell
201,631
-13,997
-6% -$844K ﹤0.01% 1073
2023
Q1 		$13.7M Sell
215,628
-2,277,351
-91% -$137M ﹤0.01% 1019
2022
Q4 		$137M Sell
2,492,979
-2,901,653
-54% -$148M 0.03% 463
2022
Q3 		$255M Sell
5,394,632
-189,413
-3% -$9.1M 0.05% 308
2022
Q2 		$271M Buy
5,584,045
+4,673,439
+513% +$197M 0.05% 296
2022
Q1 		$37.8M Sell
910,606
-377
-0% -$17.8K 0.01% 845
2021
Q4 		$45.4M Buy
910,983
+6,746
+0.7% +$366K 0.01% 861
2021
Q3 		$52.6M Sell
904,237
-205,137
-18% -$12.6M 0.01% 802
2021
Q2 		$73.1M Sell
1,109,374
-3,668,389
-77% -$234M 0.01% 714
2021
Q1 		$282M Sell
4,777,763
-706,095
-13% -$42.2M 0.05% 348
2020
Q4 		$313M Buy
5,483,858
+872,440
+19% +$49M 0.06% 307
2020
Q3 		$243M Buy
4,611,418
+833,412
+22% +$44.1M 0.05% 317
2020
Q2 		$182M Buy
3,778,006
+848,061
+29% +$40M 0.04% 379
2020
Q1 		$125M Buy
2,929,945
+2,877,017
+5,436% +$128M 0.03% 421
2019
Q4 		$2.54M Sell
52,928
-625,557
-92% -$27.8M ﹤0.01% 1492
2019
Q3 		$30.8M Sell
678,485
-135,098
-17% -$6.03M 0.01% 854
2019
Q2 		$37.6M Buy
813,583
+602,553
+286% +$26.2M 0.01% 840
2019
Q1 		$9.48M Buy
211,030
+186,823
+772% +$7.36M ﹤0.01% 1221
2018
Q4 		$811K Buy
+24,207
New +$831K ﹤0.01% 1841
2017
Q3 		– Sell
-13,613
Closed -$537K – 2298
2017
Q2 		$537K Buy
+13,613
New +$491K ﹤0.01% 2017

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
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

Wellington Management Group's YUMC Position: Q1 2026 in Review

Wellington Management Group reduced its Yum China (YUMC) stake by 33% in Q1 2026, selling an estimated $74.5M and leaving 2,884,547 shares worth $141M. The position accounts for 0.03% of the portfolio, ranked #459.

Wellington Management Group first reported a position in YUMC in Q2 2017 and has held it in 31 quarters since. The position peaked at $313M in Q4 2020. 700 funds tracked by Wall St. Rank hold YUMC as of Q1 2026.

  • Wellington Management Group held 2,884,547 shares of Yum China worth $141M as of Q1 2026.
  • Wellington Management Group sold 1,438,483 Yum China shares in Q1 2026, an estimated $74.5M.
  • Yum China made up 0.03% of Wellington Management Group's portfolio in Q1 2026, its #459 holding.
  • Wellington Management Group first reported a position in Yum China in Q2 2017 and has held it in 31 quarters since.
  • Wellington Management Group's Yum China position peaked at $313M in Q4 2020.
  • 700 funds tracked by Wall St. Rank held Yum China as of Q1 2026.

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