SEC 13F Intelligence

London & Capital Asset Management Ltd / YUMC

London & Capital Asset Management Ltd’s Yum China Hldgs Inc Position

Does London & Capital Asset Management Ltd own Yum China Hldgs Inc (YUMC)? Yes — 6.17M shares worth $301M (+3.28% of its 13F portfolio) as of Q1 2026, down from 6.28M shares the prior filed quarter.

Position Value
$301M
Q1 2026
Shares
6.17M
% of Portfolio
+3.28%
Quarters Held
6
currently held

Position History YUMC

Reported value by quarter
Q4 ’24: $27MQ4 ’24Q1 ’25: $32MQ1 ’25Q2 ’25: $33MQ2 ’25Q3 ’25: $39MQ3 ’25Q4 ’25: $300MQ4 ’25Q1 ’26: $301MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.17M$301M+3.28%
Q4 20256.28M$300M+3.10%
Q3 2025902.6K$39M+2.77%
Q2 2025734.6K$33M+2.49%
Q1 2025607.4K$32M+2.71%
Q4 2024557.7K$27M+2.29%

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