Euro Pacific Asset Management 13F: New $220K Stake in YUMC

Euro Pacific Asset Management disclosed a new stake in Yum China Holdings, Inc. (NYSE:YUMC) according to a Form 13F filing submitted to the SEC on October 13, 2026. Keep in mind that 13F filings are backward-looking documents that capture portfolio snapshots from the close of a prior quarter and may not reflect the fund's current holdings today.

Inside Euro Pacific Asset Management's Yum China Holdings Trade

The fund opened a brand-new position in the restaurant operator by purchasing 4,977 shares. The reported value of this new holding stood at $219,637. Because this is a newly initiated position, there was no prior share count or percentage change to report.

Other Institutional Activity in Yum China Holdings

JPMorgan Chase & Co. reduced its holdings by 1,277,339 shares, ending with 24,117,074 shares worth about $1,088,162,353 after a 5.0% decrease. Principal Financial Group, Inc. cut its stake by 1,476,202 shares, finishing with 21,130,258 shares valued at roughly $953,397,218 following a 6.5% reduction. Primavera Capital Management Ltd kept its holdings steady, holding 12,035,635 shares worth about $543,047,838 with a 0.0% change. BLS Capital Fondsmaeglerselskab A/S trimmed its position by 536,764 shares, wrapping up the period with 10,835,362 shares valued at approximately $488,891,521 after a 4.7% decrease. Vanguard Capital Management LLC lowered its stake by 291,033 shares, leaving it with 10,817,104 shares worth about $488,067,720 following a 2.6% drop.

Yum China Holdings, Inc. Stock Up 0.9%

Yum China shares recently traded around $45.06 as of October 16, 2026. The stock sits above its 50-day moving average of $43.97, while trading below its 200-day moving average of $46.98. Over the past year, the shares have moved between a 52-week low of $39.72 and a 52-week high of $58.39.

Recent Earnings

The company generated trailing-twelve-month revenue of $12,438,000,616 alongside $2.73 in trailing earnings per share. Yum China posted a year-over-year revenue growth rate of 12.6% and recorded a net profit margin of 7.8% with a return on equity of 16.8%. Investors look ahead to the upcoming earnings report scheduled for November 3, 2026, for updated financial figures.

Dividend

The firm pays an annual dividend rate of $1.16 per share, yielding 2.6% based on recent trading levels. This payout is supported by a dividend payout ratio of 38.8%.

Insider Buying and Selling at Yum China Holdings, Inc.

Chief Executive Officer Joey Wat sold 104,000 shares on February 13, 2026, at an average price of $55.18 for a total value of $5,738,720. Officer Xueling Lu sold 23,504 shares on February 24, 2026, for a total value of $1,312,404. Officer Jeff Kuai disposed of 14,586 shares on August 12, 2026, valued at $696,027. Officer Duoduo Howard Huang sold 24,096 shares on August 18, 2026, for a total value of $1,134,520.

About Yum China Holdings

Yum China Holdings, Inc. owns, operates, and franchises popular restaurant brands across mainland China, including household names like KFC, Pizza Hut, and Taco Bell, alongside newer concepts such as Lavazza coffee shops. The company serves millions of customers through physical dining rooms and digital delivery networks. Institutional interest from firms like Euro Pacific Asset Management highlights ongoing portfolio adjustments tied to the company's retail footprint.

Bottom Line

Investors tracking Yum China should monitor upcoming earnings announcements and regulatory filings to see if institutional interest continues to evolve. Keep in mind that 13F reports only show historical positions and may not reflect current trading activity.