Yum China Holdings Inc (YUMC) Smart Money Holdings (13F, Q2 2026)

YUMC ranks #829 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

YUMC is a top-conviction position for Primavera Capital Management Ltd — at 87.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in YUMC belongs to Jpmorgan Chase & Co, but the position matters far more to Primavera Capital Management Ltd, who has 87.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Banque Pictet & Cie SA has trimmed its YUMC position for two straight quarters, cutting it by $1.2M while still holding $2.2M.

YUMC is up 2.7% today, and institutions have been net buyers of $338.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

YUMC posted net income of $975.0M over the trailing twelve months, and currently trades at a P/E of 16.3.

• Profitable — net income of $975.0M over the trailing twelve months
• Revenue grew 8.8% year over year
• Net income improved year over year, from $919.0M to $975.0M
• Generated $1.5B in positive operating cash flow
• Current ratio of 1.05x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.87x equity — within a conventional range