London & Capital Asset Management Ltd
Position in YUMC — Yum China Holdings, Inc.
CIK 1767559
London, X0
Position in YUMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,344,659
+$19,151,281 QoQ
Shares Held
7,838,137
+26.9% QoQ
Ownership
2.29%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#8
of 655 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in YUMC Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026London & Capital Asset Management Ltd holds $321,131,002 across 3 Restaurants names. YUMC ranks #1 (99.8% of the industry book) .
All Filings in YUMC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,344,659 | 7,838,137 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||