Is Yum China Holdings, Inc. (YUMC) A Good Stock To Buy Now?
Is YUMC a good stock to buy? We came across a bullish thesis on Yum China Holdings, Inc. on r/ValueInvesting by raytoei. In this article, we will summarize the bulls’ thesis on YUMC.
Yum China Holdings Inc. (YUMC)
Market is closed
Sector: Retail-Eating Places
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GuardCap Asset Management Guardian Capital | 3,255,683 | $133,059,764 | -18% | 9.46% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,465,037 | $100,682,995 | +41% | 0.04% |
| 3. | Millennium Management Israel Englander | 2,452,443 | $100,155,562 | +77% | 0.04% |
| 4. | North Of South Capital Matt Linsey | 1,536,481 | $62,795,978 | 4.62% | |
| 5. | Point72 Asset Management Steve Cohen | 720,858 | $29,461,466 | +359% | 0.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.74 | 3,000 | $101,220.00 | 12,088 | 2024-08-16 | Filing | |
| $34.67 | 3,700 | $128,266.79 | 25,023 | 2024-08-16 | Filing | |
| $33.98 | 3,800 | $129,109.18 | 272,944 | 2024-08-14 | Filing | |
| $33.36 | 4,000 | $133,429.60 | 41,339 | 2024-08-15 | Filing | |
| $32.72 | 3,900 | $127,605.27 | 3,900 | 2024-08-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.07 | 19,513 | $918,476.91 | 7,589 | 2026-08-18 | Filing | |
| $47.14 | 1,239 | $58,406.46 | 40,636 | 2026-08-18 | Filing | |
| $47.14 | 3,344 | $157,636.16 | 41,875 | 2026-08-18 | Filing | |
| $47.74 | 4,312 | $205,854.88 | 63,541 | 2026-08-12 | Filing | |
| $47.71 | 4,961 | $236,689.31 | 80,969 | 2026-08-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 24,117,074 | $985,182,544 | 0.05% | |
| 2. | 2,909,043 | $929,730,231 | 14.34% | |
| 3. | 21,130,258 | $861,181,934 | 0.42% | |
| 4. | 12,035,635 | $491,896,402 | 87.05% | |
| 5. | 10,835,362 | $442,841,245 | 17.06% |
News See All
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Yum China Holdings (YUMC) Continues to Draw Analyst Attention Following Share Repurchase Agreements
On December 12, 2025, Yum China Holdings, Inc. (NYSE:YUMC) successfully reinforced its shareholder return narrative by announcing share repurchase agreements in the U.S. and Hong Kong.
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