Smart Money Radar / Tickers / YUMC

YUMC Consumer Services

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
464
of 696 total, index funds excluded
This quarter
+71
61 out
Conviction
1 bps
median holder weight: token bet
Streak
2q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $12.1B held
FundValueNote
JPMORGAN CHASE & CO $1.2B
PRINCIPAL FINANCIAL GROUP I… $1.1B
Mondrian Investment Partner… $909M
Primavera Capital Managemen… $587M
BLS CAPITAL FONDSMAEGLERSEL… $555M
VANGUARD CAPITAL MANAGEMENT… $552M
ROYAL BANK OF CANADA $517M
Dodge & Cox $407M
London & Capital Asset Mana… $301M
Westwood Global Investments… $232M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.