Ticker · CUSIP 98850P109

YUMC

YUM CHINA HLDGS INC

Consumer Cyclical·Restaurants

···Share

Holders (tracked)

Combined shares

22,032,059

Combined value

$1.05B

Last close

$48.55

Quarter

2025Q4

Price is +1.8% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$48.55+7.64 (+18.67%)H $57.63 · L $40.91 · Avg Vol 1.8M

Tracked holders · last 8 quarters

Flat over the last 8 quarters.

SEC event timeline

24 events

AQR Capital Management added2026-02-17
+63,239 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+148,386 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−786,556 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−126,579 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+46,978 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−15,923 shares · 2025Q4
Position
Two Sigma Investments exited2026-02-17
−10,300 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−929,955 shares · 2025Q4
Position
Dodge & Cox added2026-02-13
+33,100 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+51,200 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+5,882,425 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
−3,757 shares · 2025Q4
Position
AQR Capital Management trimmed2025-11-14
−344,253 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+849,647 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−71,548 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+693,270 shares · 2025Q3
Position
Philippe Laffont (Coatue) exited2025-11-14
−231,346 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−2,112,869 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−338,820 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+52,600 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−4,513,463 shares · 2025Q3
Position
Dodge & Cox added2025-11-13
+4,400 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+6,811 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−1,138,181 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for YUMC →

Follow-the-investor returns

If you'd copied each holder of YUMC…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Dodge & Cox	2021Q2	$37.32	+30.1%	$415.3M
Wellington Management	2017Q2	$40.79	+19.0%	$209.9M
D.E. Shaw & Co.	2016Q4	$43.27	+12.2%	$37.7M
Renaissance Technologies	2017Q1	$45.02	+7.8%	$31.1M
AQR Capital Management	2016Q4	$45.26	+7.3%	$3.6M
Ken Griffin (Citadel Advisors)	2016Q4	$47.26	+2.7%	$3.0M
Ken Griffin (Citadel Advisors)	2016Q4	$47.26	+2.7%	$3.0M
Ken Griffin (Citadel Advisors)	2016Q4	$47.26	+2.7%	$3.0M
Izzy Englander (Millennium Mgmt)	2016Q4	$47.63	+1.9%	$568K
Izzy Englander (Millennium Mgmt)	2016Q4	$47.63	+1.9%	$568K
Steve Cohen (Point72)	2017Q3	$47.79	+1.6%	$7.2M
Ken Fisher (Fisher Asset Mgmt)	2023Q1	$50.23	-3.3%	$910K
T. Rowe Price	2016Q4	$55.27	-12.2%	$1.3M
Norges Bank (Norway SWF)	2016Q4	$706.18	-93.1%	$285.6M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+5,882,425
$280.7M
Steve Cohen (Point72)
+148,386
$7.1M

Added to4

AQR Capital Management
+63,239
$3.0M
Renaissance Technologies
+51,200
$2.4M
D.E. Shaw & Co.
+46,978
$2.2M
Dodge & Cox
+33,100
$1.6M

Trimmed5

Izzy Englander (Millennium Mgmt)
−929,955
$44.3M
Wellington Management
−126,579
$6.0M
Ken Griffin (Citadel Advisors)
−15,923
$760K
Ken Fisher (Fisher Asset Mgmt)
−3,757
$179K
T. Rowe Price
−786,556
$38K

Exited1

Two Sigma Investments
−10,300
$442K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	13	57,633,896	$181.23B	—
2022Q2	17	58,303,334	$204.41B	+4
2022Q3	13	58,241,107	$2.76B	-4
2022Q4	16	52,721,073	$2.88B	+3
2023Q1	15	51,420,186	$3.26B	-1
2023Q2	18	54,463,563	$3.08B	+3
2023Q3	19	51,925,403	$2.89B	+1
2023Q4	14	53,203,770	$2.25B	-5
2024Q1	20	54,317,463	$21.48B	+6
2024Q2	17	56,800,344	$1.75B	-3
2024Q3	18	34,177,168	$45.48B	+1
2024Q4	15	26,904,463	$43.54B	-3
2025Q1	15	25,140,248	$1.31B	—
2025Q2	15	24,076,967	$1.08B	—
2025Q3	14	17,798,901	$766.2M	-1
2025Q4	14	22,032,059	$1.05B	—

Who owns YUMC

14 super-investors · 2025Q4

Tracked stake

22.03M

Combined value

$1.05B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added4Trim8

#	Manager	Shares	Value	% of book	Last action
1	Dodge & Cox	8.55M	$408M	0.2%	Added+33.1K
2	Norges Bank Norway SWF	5.88M	$281M	0.0%	New+5.88M
3	Wellington Management	4.32M	$206M	0.0%	Trim−126.6K
4	Izzy Englander Millennium Mgmt	1.01M	$48M	0.0%	Trim−930.0K
5	D.E. Shaw & Co.	777.1K	$37M	0.0%	Added+47.0K
6	Renaissance Technologies	640.3K	$31M	0.0%	Added+51.2K
7	Ken Griffin Citadel Advisors	454.0K	$22M	0.0%	Trim−15.9K
8	Steve Cohen Point72	148.4K	$7M	0.0%	New+148.4K
9	AQR Capital Management	73.9K	$4M	0.0%	Added+63.2K
10	Ken Griffin Citadel Advisors	61.2K	$3M	0.0%	Trim−15.9K
11	Ken Griffin Citadel Advisors	49.7K	$2M	0.0%	Trim−15.9K
12	T. Rowe Price	26.2K	$1M	0.0%	Trim−786.6K
13	Ken Fisher Fisher Asset Mgmt	18.7K	$895K	0.0%	Trim−3.8K
14	Izzy Englander Millennium Mgmt	11.7K	$559K	0.0%	Trim−930.0K

Recent moves

20 transactions

TRIMT. Rowe Price
−786,556 · 2025Q4
ADDAQR Capital Management
+63,239 · 2025Q4
SOLDTwo Sigma Investments
−10,300 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−929,955 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−15,923 · 2025Q4
NEWSteve Cohen (Point72)
+148,386 · 2025Q4
ADDD.E. Shaw & Co.
+46,978 · 2025Q4
TRIMWellington Management
−126,579 · 2025Q4
ADDDodge & Cox
+33,100 · 2025Q4
ADDRenaissance Technologies
+51,200 · 2025Q4
NEWNorges Bank (Norway SWF)
+5,882,425 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−3,757 · 2025Q4
TRIMTwo Sigma Investments
−71,548 · 2025Q3
TRIMAQR Capital Management
−344,253 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+849,647 · 2025Q3
ADDD.E. Shaw & Co.
+693,270 · 2025Q3
SOLDPhilippe Laffont (Coatue)
−231,346 · 2025Q3
TRIMT. Rowe Price
−2,112,869 · 2025Q3
TRIMWellington Management
−338,820 · 2025Q3
ADDDodge & Cox
+4,400 · 2025Q3

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