Guru Ownership Trend
Guru Analysis for Yum China Holdings, Inc. (YUMC)
Yum China Holdings, Inc. (YUMC), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $68.48 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $3.38 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 358.5%. Conversely, Cliff Asness reduced exposure by 92.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Yum China Holdings, Inc. (YUMC)
Major holders include Steven Cohen ($29.46 M), Renaissance Technologies (RenTech) ($28.4 M), Cliff Asness ($2.06 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.53 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.38 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited YUMC. The total reported sell value was $26.08 M.
Yes, 0 managers opened new positions in YUMC, and 2 increased their existing holdings. The total reported buy value was $29.46 M.