YUMC Institutional Ownership
Yum China Holdings, Inc.
1W: +0.7%
1M: +10.5%
3M: -1.0%
YTD: -5.7%
1Y: +1.9%
3Y: -8.2%
5Y: -21.1%
$45.43
-0.10 (-0.22%)
Weekly Expected Move ±3.1%
$42
$43
$45
$46
$47
Credit Risk of going bust: lower than 96% of companies Debt: 12.9% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.02 (down 99.9%), Yum China Holdings, Inc. would be worth roughly what it owes.
Total debt $2.30B against a stock market value of $15.56B.
Distance to default 21.90 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $66.0M (short-term plus half of long-term), stock volatility 25.1%; Altman Z'' 2.53. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $2.30B against a stock market value of $15.56B.
Distance to default 21.90 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $66.0M (short-term plus half of long-term), stock volatility 25.1%; Altman Z'' 2.53. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — YUMC
771
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$10B
Total Invested
73
New Positions
185
Increased
341
Reduced
106
Closed
1.43
Put/Call Ratio
Ownership Trends
Top Institutional Holders (822 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 24,117,074 | $1.1B | -1,276,168 | -5.0% | 39Q | SEC ↗ |
| 2 | PRINCIPAL FINANCIAL GROUP INC | 21,130,258 | $960M | -1,476,482 | -6.5% | 15Q | SEC ↗ |
| 3 | Primavera Capital Management Ltd | 12,035,635 | $547M | — | +0.0% | 39Q | SEC ↗ |
| 4 | BLS Capital Fondsmaeglerselskab A/S | 10,835,362 | $492M | -536,231 | -4.7% | 20Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 10,817,104 | $491M | -291,000 | -2.6% | 2Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 10,600,625 | $482M | +72 | +0.0% | 39Q | SEC ↗ |
| 7 | Dodge & Cox | 8,365,562 | $380M | +13,800 | +0.2% | 21Q | SEC ↗ |
| 8 | W1M Asset Management Ltd | 7,838,137 | $356M | +1,663,611 | +26.9% | 7Q | SEC ↗ |
| 9 | Westwood Global Investments, LLC | 7,011,649 | $319M | +2,254,811 | +47.4% | 2Q | SEC ↗ |
| 10 | NORGES BANK NEW | 5,621,829 | $255M | — | +0.0% | 1Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 4,397,801 | $200M | +688,421 | +18.6% | 15Q | SEC ↗ |
| 12 | BARCLAYS PLC | 3,654,516 | $166M | +2,023,855 | +124.1% | 39Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 3,592,503 | $163M | -77,984 | -2.1% | 39Q | SEC ↗ |
| 14 | FIL Ltd | 3,461,448 | $157M | -309,007 | -8.2% | 38Q | SEC ↗ |
| 15 | GUARDCAP ASSET MANAGEMENT Ltd | 3,255,683 | $148M | -690,053 | -17.5% | 35Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 2,915,313 | $132M | -90,200 | -3.0% | 2Q | SEC ↗ |
| 17 | Mondrian Investment Partners LTD | 2,909,043 | $132M | +551,544 | +23.4% | 4Q | SEC ↗ |
| 18 | FMR LLC | 2,846,819 | $129M | -1,640,380 | -36.6% | 39Q | SEC ↗ |
| 19 | DIMENSIONAL FUND ADVISORS LP | 2,641,284 | $120M | -28,026 | -1.0% | 16Q | SEC ↗ |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 2,608,892 | $119M | -275,655 | -9.6% | 31Q | SEC ↗ |
| 21 | ALLIANCEBERNSTEIN L.P. | 2,599,037 | $118M | +296,417 | +12.9% | 39Q | SEC ↗ |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 2,465,037 | $112M | +705,240 | +40.1% | 8Q | SEC ↗ |
| 23 | MILLENNIUM MANAGEMENT LLC | 2,452,443 | $111M | +1,065,316 | +76.8% | 39Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 2,355,158 | $107M | -1,112,067 | -32.1% | 15Q | SEC ↗ |
| 25 | UBS Group AG | 2,083,238 | $95M | +530,214 | +34.1% | 39Q | SEC ↗ |
| 26 | FRANKLIN RESOURCES INC | 1,960,560 | $89M | -230,753 | -10.5% | 22Q | SEC ↗ |
| 27 | Temasek Holdings (Private) Ltd | 1,916,519 | $87M | -801,029 | -29.5% | 16Q | SEC ↗ |
| 28 | Legal & General Group Plc | 1,868,625 | $85M | -99,906 | -5.1% | 27Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 1,812,025 | $82M | +1,439,003 | +385.8% | 26Q | SEC ↗ |
| 30 | Vontobel Holding Ltd. | 1,781,335 | $81M | +73,310 | +4.3% | 14Q | SEC ↗ |
| 31 | LOOMIS SAYLES & CO L P | 1,712,698 | $78M | -2,581,213 | -60.1% | 39Q | SEC ↗ |
| 32 | North of South Capital LLP NEW | 1,536,481 | $70M | — | +0.0% | 1Q | SEC ↗ |
| 33 | HSBC HOLDINGS PLC | 1,511,774 | $69M | -247,574 | -14.1% | 39Q | SEC ↗ |
| 34 | LSV ASSET MANAGEMENT NEW | 1,436,989 | $65M | — | +0.0% | 1Q | SEC ↗ |
| 35 | NORDEA INVESTMENT MANAGEMENT AB | 1,432,350 | $65M | +207,689 | +17.0% | 39Q | SEC ↗ |
| 36 | Alberta Investment Management Corp | 1,300,000 | $59M | -65,700 | -4.8% | 37Q | SEC ↗ |
| 37 | VANGUARD ASSET MANAGEMENT, Ltd | 1,232,778 | $56M | +5,000 | +0.4% | 2Q | SEC ↗ |
| 38 | MACKENZIE FINANCIAL CORP | 1,182,705 | $54M | +337,370 | +39.9% | 31Q | SEC ↗ |
| 39 | Amundi | 1,173,653 | $53M | -43,923 | -3.6% | 21Q | SEC ↗ |
| 40 | Qube Research & Technologies Ltd | 1,143,339 | $52M | +328,727 | +40.4% | 5Q | SEC ↗ |
| 41 | Invesco Ltd. | 1,135,836 | $52M | -24,365 | -2.1% | 39Q | SEC ↗ |
| 42 | TODD ASSET MANAGEMENT LLC | 1,135,553 | $52M | +70 | +0.0% | 6Q | SEC ↗ |
| 43 | MORGAN STANLEY | 1,048,827 | $48M | -259,841 | -19.9% | 39Q | SEC ↗ |
| 44 | Sixth Street Partners Management Compa NEW | 1,043,088 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 45 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,043,088 | $47M | +36,921 | +3.7% | 9Q | SEC ↗ |
| 46 | ALTRINSIC GLOBAL ADVISORS LLC | 1,010,798 | $46M | +304,277 | +43.1% | 3Q | SEC ↗ |
| 47 | DekaBank Deutsche Girozentrale | 1,001,107 | $45M | — | +0.0% | 27Q | SEC ↗ |
| 48 | DEUTSCHE BANK AG | 955,626 | $43M | -43,504 | -4.4% | 39Q | SEC ↗ |
| 49 | DANSKE BANK A/S | 894,727 | $41M | +6,390 | +0.7% | 10Q | SEC ↗ |
| 50 | STATE STREET CORP | 886,355 | $40M | +14,417 | +1.7% | 39Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 5,621,829 | $255M |
| North of South Capital LLP | 1,536,481 | $70M |
| LSV ASSET MANAGEMENT | 1,436,989 | $65M |
| Sixth Street Partners Management Co | 1,043,088 | $47M |
| Axxion S.A. | 520,000 | $24M |
| Crossmark Global Holdings, Inc. | 254,664 | $12M |
| CIBC WORLD MARKET INC. | 244,306 | $11M |
| Nykredit A/S | 154,671 | $7M |
| CAPITAL FUND MANAGEMENT S.A. | 132,316 | $6M |
| BLI - Banque de Luxembourg Investme | 131,250 | $6M |
| Tidal Investments LLC | 78,100 | $4M |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. | 46,024 | $2M |
| NATIXIS | 43,484 | $2M |
| Apollon Wealth Management, LLC | 41,168 | $2M |
| Schonfeld Strategic Advisors LLC | 36,756 | $2M |
| PICTON MAHONEY ASSET MANAGEMENT | 30,290 | $1M |
| IMC-Chicago, LLC | 27,054 | $1M |
| Circle Wealth Management, LLC | 26,450 | $1M |
| Jain Global LLC | 20,700 | $940K |
| Cohen Capital Management, Inc. | 19,950 | $906K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Driehaus Capital Management LLC | 1,831,286 | $83M |
| ACADIAN ASSET MANAGEMENT LLC | 333,015 | $15M |
| Avanda Investment Management Pte. L | 251,550 | $11M |
| APG Asset Management N.V. | 197,859 | $9M |
| XY Capital Ltd | 182,125 | $8M |
| SAPIENT CAPITAL LLC | 173,286 | $8M |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 162,190 | $7M |
| Hudson Bay Capital Management LP | 145,365 | $7M |
| Balyasny Asset Management L.P. | 132,512 | $6M |
| Templeton & Phillips Capital Manage | 131,675 | $6M |
| Headwater Capital Co Ltd | 100,000 | $5M |
| CWA Asset Management Group, LLC | 89,344 | $4M |
| OP Asset Management Ltd | 78,808 | $4M |
| Lighthouse Investment Partners, LLC | 71,151 | $3M |
| Motley Fool Wealth Management, LLC | 69,441 | $3M |
| JB Capital LLC | 64,666 | $3M |
| Gallacher Capital Management LLC | 42,020 | $2M |
| Virtus Investment Advisers, LLC | 37,826 | $2M |
| MANNING & NAPIER ADVISORS LLC | 36,186 | $2M |
| Westover Capital Advisors, LLC | 35,535 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Westwood Global Investments, LLC | +2,254,811 | +47.4% | 7,011,649 |
| BARCLAYS PLC | +2,023,855 | +124.1% | 3,654,516 |
| W1M Asset Management Ltd | +1,663,611 | +26.9% | 7,838,137 |
| JANE STREET GROUP, LLC | +1,439,003 | +385.8% | 1,812,025 |
| MILLENNIUM MANAGEMENT LLC | +1,065,316 | +76.8% | 2,452,443 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +705,240 | +40.1% | 2,465,037 |
| GOLDMAN SACHS GROUP INC | +688,421 | +18.6% | 4,397,801 |
| Point72 Asset Management, L.P. | +563,621 | +358.5% | 720,858 |
| Mondrian Investment Partners LTD | +551,544 | +23.4% | 2,909,043 |
| UBS Group AG | +530,214 | +34.1% | 2,083,238 |
| CITIGROUP INC | +341,549 | +82.3% | 756,592 |
| MACKENZIE FINANCIAL CORP | +337,370 | +39.9% | 1,182,705 |
| Qube Research & Technologies Ltd | +328,727 | +40.4% | 1,143,339 |
| Connor, Clark & Lunn Investment Man | +310,650 | +63.7% | 798,350 |
| ALTRINSIC GLOBAL ADVISORS LLC | +304,277 | +43.1% | 1,010,798 |
| ALLIANCEBERNSTEIN L.P. | +296,417 | +12.9% | 2,599,037 |
| MARSHALL WACE, LLP | +294,067 | +110.2% | 560,917 |
| SEB Asset Management AB | +236,956 | +120.5% | 433,681 |
| NORDEA INVESTMENT MANAGEMENT AB | +207,689 | +17.0% | 1,432,350 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +165,403 | +1995.2% | 173,693 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LOOMIS SAYLES & CO L P | -2,581,213 | -60.1% | 1,712,698 |
| FMR LLC | -1,640,380 | -36.6% | 2,846,819 |
| PRINCIPAL FINANCIAL GROUP INC | -1,476,482 | -6.5% | 21,130,258 |
| JPMORGAN CHASE & CO | -1,276,168 | -5.0% | 24,117,074 |
| CITADEL ADVISORS LLC | -1,255,283 | -84.2% | 236,204 |
| BANK OF AMERICA CORP /DE | -1,112,067 | -32.1% | 2,355,158 |
| Temasek Holdings (Private) Ltd | -801,029 | -29.5% | 1,916,519 |
| GUARDCAP ASSET MANAGEMENT Ltd | -690,053 | -17.5% | 3,255,683 |
| AQR CAPITAL MANAGEMENT LLC | -591,843 | -92.1% | 50,574 |
| BLS Capital Fondsmaeglerselskab A/S | -536,231 | -4.7% | 10,835,362 |
| Universal- Beteiligungs- und Servic | -360,538 | -49.8% | 363,895 |
| FIL Ltd | -309,007 | -8.2% | 3,461,448 |
| BRITISH COLUMBIA INVESTMENT MANAGEM | -307,600 | -45.5% | 368,450 |
| VANGUARD CAPITAL MANAGEMENT LLC | -291,000 | -2.6% | 10,817,104 |
| WELLINGTON MANAGEMENT GROUP LLP | -275,655 | -9.6% | 2,608,892 |
| MORGAN STANLEY | -259,841 | -19.9% | 1,048,827 |
| HSBC HOLDINGS PLC | -247,574 | -14.1% | 1,511,774 |
| D. E. Shaw & Co., Inc. | -244,920 | -59.5% | 166,980 |
| Erste Asset Management GmbH | -242,256 | -93.3% | 17,510 |
| JUPITER ASSET MANAGEMENT LTD | -234,300 | -41.6% | 329,100 |