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 | 3,945,736 | $192,473,002 | -48% | 11.02% |
| 2. | Driehaus Capital Richard Driehaus | 1,831,286 | $89,330,131 | 0.66% | |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,759,797 | $86,000,893 | +1% | 0.05% |
| 4. | Citadel Investment Group Ken Griffin | 1,491,487 | $72,754,736 | +229% | 0.01% |
| 5. | Millennium Management Israel Englander | 1,387,127 | $67,841,014 | +38% | 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 |
|---|---|---|---|---|---|---|
| $55.83 | 21,547 | $1,202,969.01 | 9,042 | 2026-02-24 | Filing | |
| $55.92 | 1,957 | $109,435.44 | 30,589 | 2026-02-24 | Filing | |
| $55.18 | 104,000 | $5,738,720.00 | 433,306 | 2026-02-13 | Filing | |
| $57.01 | 4,613 | $262,987.13 | 537,306 | 2026-02-11 | Filing | |
| $55.25 | 5,193 | $286,913.25 | 59,825 | 2026-02-05 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,395 | $261,364 | 0% | |
| 2. | 2,984 | $121,936 | 0% | |
| 3. | 2,142 | $87,544 | 0.02% | |
| 4. | 950 | $38,827 | 0.03% | |
| 5. | 733 | $29,944 | 0% |
News See All
10 Best Asian Stocks with Huge Upside Potential
Asian stocks are getting more attention as investors look beyond the U.S. mega-cap trade and toward markets with different earnings drivers.
Yum China Holdings, Inc. (NYSE:YUMC) Q1 2026 Earnings Call Transcript
Yum China Holdings, Inc. (NYSE:YUMC) Q1 2026 Earnings Call Transcript April 29, 2026Yum China Holdings, Inc. reports earnings inline with expectations.
Yum China Holdings, Inc. (YUMC) Beats Estimates Despite Fierce Competition
Yum China Holdings, Inc. (NYSE:YUMC) is one of the best emerging markets stocks to buy right now. On February 4, Yum China Holdings, Inc.
10 Best Emerging Markets Stocks to Buy Right Now
Emerging-market stocks, which have climbed to record highs, show no signs of slowing.
Yum China Holdings (YUMC) Has Made Significant Progress Recently in ESG Disclosure Requirements
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded...
Yum China Holdings, Inc. (NYSE:YUMC) Q4 2025 Earnings Call Transcript
Florence Lip: Good day, and thank you for standing by. Welcome to Yum China Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. At this time, participants are in a listen-only mode.
Yum China Holdings Board Is Considering a Potential Quarterly Dividend, Here is What to Know?
As of January 28, Yum China shares have jumped by over 9.50% over the past year. Out of 28 analysts covering YUMC, over 90% rank the stock as a Buy, while the remaining have rated it as a Hold.
Top 15 Chinese Companies on US Exchanges
Hong Kong and Chinese stocks have outpaced their US peers this year so far. The CSI 300 index has gained a mere 0.01% year-to-date as of January 28, while the Hang Seng Index has jumped nearly 5.65%.
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.
Hedge Fund Resource Center