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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $64.24 M.
Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $23.51 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 769.3%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 16.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Yum China Holdings, Inc. (YUMC)
Major holders include Cliff Asness ($31.58 M), Renaissance Technologies (RenTech) ($26.23 M), Steven Cohen ($7.67 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.44 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $23.51 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited YUMC. The total reported sell value was $5.04 M.
Yes, 0 managers opened new positions in YUMC, and 3 increased their existing holdings. The total reported buy value was $28.56 M.