SEC 13F Intelligence

Waverton Investment Management Ltd / YUMC

Waverton Investment Management Ltd’s Yum China Hldgs Inc Position

Does Waverton Investment Management Ltd own Yum China Hldgs Inc (YUMC)? Not currently — the last reported position was 4.85M shares worth $208M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$208M
Q3 2025
Shares
4.85M
% of Portfolio
+2.68%
Quarters Held
18
position exited

Position History YUMC

Reported value by quarter
Q2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $10MQ1 ’22: $10MQ1 ’22Q2 ’22: $27MQ3 ’22: $34MQ4 ’22: $33,393Q4 ’22Q1 ’23: $32MQ2 ’23: $29MQ3 ’23: $31MQ3 ’23Q4 ’23: $21MQ1 ’24: $31MQ2 ’24: $29MQ2 ’24Q3 ’24: $189MQ4 ’24: $196MQ1 ’25: $208MQ1 ’25Q2 ’25: $193MQ3 ’25: $208Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20254.85M$208M+2.68%
Q2 20254.31M$193M+2.65%
Q1 20254.00M$208M+3.22%
Q4 20244.06M$196M+3.12%
Q3 20244.20M$189M+3.11%
Q2 2024932.5K$29M+0.54%
Q1 2024778.0K$31M+0.64%
Q4 2023494.3K$21M+0.51%
Q3 2023549.3K$31M+0.89%
Q2 2023514.8K$29M+0.83%
Q1 2023501.6K$32M+0.98%
Q4 2022611.0K$33,393+1.23%
Q3 2022713.9K$34M+1.38%
Q2 2022557.3K$27M+1.05%
Q1 2022231.9K$10M+0.32%
Q4 2021201.5K$10M+0.32%
Q3 2021102.5K$6M+0.23%
Q2 202189.1K$6M+0.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of YUMC.