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Morningstar Investment Management LLC: YUMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on YUMC, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 78,757 YUMC shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,757 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $3,902,407.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,757 shares
    Change vs previous 13F -72,070 shares

    0.24% of the 13F portfolio, value $3,902,407.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 150,827 shares
    Change vs previous 13F +13,637 shares

    0.42% of the 13F portfolio, value $7,172,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 137,190 shares
    Change vs previous 13F +120,803 shares

    0.22% of the 13F portfolio, value $5,888,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 16,387 shares
    Change vs previous 13F -16,878 shares

    0.16% of the 13F portfolio, value $853,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 33,265 shares
    Change vs previous 13F -377,065 shares

    0.15% of the 13F portfolio, value $1,602,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 410,330 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $18,608,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).