- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 17 Nov 2025
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 6 listed it in both
- Shares listed
- 25,401,342
- combined, among listed positions
- Reported value
- $1.1bn
- combined, at the quarter end
Among the 95 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing YUMC in Q3 2025
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox | 8,520,862 | $366m | 0.20% | Added | +4,400 | 13 Nov 2025 (the filing on sec.gov) |
| AllianceBernstein LP | 4,800,793 | $206m | 0.06% | Trimmed | -1,070,589 | 14 Nov 2025 (the filing on sec.gov) |
| MFS Investment Management | 4,734,295 | $203m | 0.06% | Added | +591,251 | 29 Oct 2025 (the filing on sec.gov) |
| Wellington Management Group LLP | 4,449,609 | $193m | under 0.1% | Trimmed | -338,820 | 14 Nov 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 1,729,772 | $75m | under 0.1% | Trimmed | -1,712,323 | 13 Nov 2025 (the filing on sec.gov) |
| Man Group PLC | 887,868 | $38m | 0.07% | Trimmed | -202,148 | 14 Nov 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 140,235 | $6.0m | 0.16% | Added | n.a. | 12 Nov 2025 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 124,033 | $5.3m | 0.05% | New | new | 14 Nov 2025 (the filing on sec.gov) |
| PDT Partners LLC | 13,875 | $596k | under 0.1% | New | new | 17 Nov 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- MFS Investment Managementexisting position · 4,734,295 shares now+591,251
- ExodusPoint Capital Management LPnew position · 124,033 shares now+124,033
- PDT Partners LLCnew position · 13,875 shares now+13,875
- Dodge & Coxexisting position · 8,520,862 shares now+4,400
Reductions
- Arrowstreet Capital LPexisting position · 1,729,772 shares now-1,712,323
- AllianceBernstein LPexisting position · 4,800,793 shares now-1,070,589
- Wellington Management Group LLPexisting position · 4,449,609 shares now-338,820
- Man Group PLCexisting position · 887,868 shares now-202,148
New positions and exits
New (2)
Exited (1)
- Coatue Management LLCwas $10m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2016 | 9 | $825m | n.a. | n.a. |
| Q1 2017 | 15 | $969m | n.a. | n.a. |
| Q2 2017 | 18 | $1.4bn | n.a. | n.a. |
| Q3 2017 | 17 | $1.5bn | n.a. | n.a. |
| Q4 2017 | 19 | $1.5bn | n.a. | n.a. |
| Q1 2018 | 16 | $1.4bn | n.a. | n.a. |
| Q2 2018 | 12 | $954m | n.a. | n.a. |
| Q3 2018 | 15 | $1.1bn | n.a. | n.a. |
| Q4 2018 | 16 | $1.2bn | n.a. | n.a. |
| Q1 2019 | 16 | $1.4bn | n.a. | n.a. |
| Q2 2019 | 10 | $2.5bn | n.a. | n.a. |
| Q3 2019 | 10 | $2.5bn | n.a. | n.a. |
| Q4 2019 | 8 | $2.6bn | n.a. | n.a. |
| Q1 2020 | 8 | $2.3bn | n.a. | n.a. |
| Q2 2020 | 11 | $2.7bn | n.a. | n.a. |
| Q3 2020 | 11 | $3.3bn | n.a. | n.a. |
| Q4 2020 | 16 | $4.1bn | n.a. | n.a. |
| Q1 2021 | 12 | $4.1bn | n.a. | n.a. |
| Q2 2021 | 11 | $4.3bn | n.a. | n.a. |
| Q3 2021 | 9 | $4.3bn | n.a. | n.a. |
| Q4 2021 | 10 | $3.7bn | n.a. | n.a. |
| Q1 2022 | 10 | $3.3bn | n.a. | n.a. |
| Q2 2022 | 15 | $4.4bn | n.a. | n.a. |
| Q3 2022 | 14 | $4.3bn | n.a. | n.a. |
| Q4 2022 | 16 | $4.7bn | n.a. | n.a. |
| Q1 2023 | 13 | $5.3bn | n.a. | n.a. |
| Q2 2023 | 17 | $4.5bn | n.a. | n.a. |
| Q3 2023 | 14 | $4.2bn | n.a. | n.a. |
| Q4 2023 | 13 | $3.2bn | 7 | 6 |
| Q1 2024 | 14 | $2.5bn | 8 | 6 |
| Q2 2024 | 14 | $2.0bn | 8 | 7 |
| Q3 2024 | 17 | $2.3bn | 11 | 7 |
| Q4 2024 | 13 | $2.0bn | 3 | 12 |
| Q1 2025 | 15 | $2.6bn | 8 | 8 |
| Q2 2025 | 8 | $1.3bn | 5 | 7 |
| Q3 2025 | 9 | $1.1bn | 5 | 5 |
| Q4 2025 | 8 | $1.1bn | 12 | 18 |
| Q1 2026 | 9 | $810m | 19 | 15 |
| Q2 2026 | 5 | $603m | 14 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
YUMC and AMZN →YUMC and TSLA →YUMC and HD →Choose a stock to compare with YUMC →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own YUMC, latest filings →Back to the 13F Explorer →