# Yum China Holdings (YUMC): value investors who own it

3 value investors held Yum China Holdings in their Q3 2026 13F, led by RV Capital, Dodge & Cox, Giverny Capital.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| RV Capital | 4.3% | $16.3m | Trimmed -5.6% | 8 |
| Dodge & Cox | 0.2% | $342m | Added +0.2% | 21 |
| Giverny Capital | 0.1% | $1.5m | Unchanged | 8 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-18 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | Sold | 19513 | $918k |
| 2026-08-18 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | Sold | 3344 | $158k |
| 2026-08-18 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | Sold | 1239 | $58k |
| 2026-08-12 | Kuai Jeff | General Manager, Pizza Hut | Sold | 5313 | $253k |
| 2026-08-12 | Kuai Jeff | General Manager, Pizza Hut | Sold | 4961 | $237k |
| 2026-08-12 | Kuai Jeff | General Manager, Pizza Hut | Sold | 4312 | $206k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Dodge & Cox International Stock Fund | Dodge & Cox | 0.5% | $322m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/yumc). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.