London & Capital Asset Management Ltd
Position in YUMC — Yum China Holdings, Inc.
CIK 1767559
London, X0
Position in YUMC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$301,193,378
+$1,450,437 QoQ
Shares Held
6,174,526
-1.7% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026London & Capital Asset Management Ltd holds $301,802,526 across 2 Restaurants names. YUMC ranks #1 (99.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YUMC |
Yum China Holdings, Inc.
This page
|
6,174,526 | $301,193,378 | |
| 2 | MCD |
Mcdonalds Corp
|
1,960 | $609,148 |
All Filings in YUMC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,193,378 | 6,174,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $299,742,941 | 6,278,654 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,737,832 | 902,559 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,841,954 | 734,555 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,621,660 | 607,408 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,863,975 | 557,691 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||