Follow-The-Filings

Security

YUMC

Yum China Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 1 new 1 exit max 5.4% (Robert Vinall - Rv Capita...)

grid → activity →
owners 16
max % 5.4%
tracked value $1.7B
qoq N 1 A 5 R 7 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Robert Vinall - Rv Capital AG 2026 Q1 5.4% Reduce +0.44 pp 421,539 $21M hist
Dodge & Cox 2026 Q1 0.2% Reduce 0.00 pp 8,351,762 $407M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.1% — 36,036 $2M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce -0.01 pp 537,700 $26M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 5,882,425 $281M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 1,387,127 $68M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 15,311,918 $725M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 1,491,487 $73M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 642,417 $32M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 600 $25M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 411,900 $20M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce 0.00 pp 266,850 $13M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 218,715 $11M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 157,237 $8M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 132,512 $6M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 22,419 $1M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 10,300 $442 hist

16 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.98B $11.3B $11.8B
Gross profit — — —
Gross margin — — —
Net income $827M $911M $929M
Net margin * 7.5% 8.1% 7.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $3.43B $2.69B $2.36B
Total non-current assets * $8.6B $8.43B $8.43B
Total assets $12.03B $11.12B $10.78B
Total current liabilities $2.42B $2.28B $2.25B
Total non-current liabilities * $2.49B $2.41B $2.44B
Total equity $6.4B $5.73B $5.38B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.47B $1.42B $1.47B
Cash from investing -$743M -$178M -$5M
Cash from financing -$716M -$1.64B -$1.69B
Net change in cash -$2M -$405M -$217M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders