Francois Rochon - Giverny Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Yum China Holdings, Inc. (YUMC)
← All YUMC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 36,036 0.06 $48.78 $1,757,836 SEC
2025   Q4 36,036 0.06 $47.74 $1,720,359 SEC
2025   Q3 36,036 0.05 $42.92 $1,546,665 SEC
2025   Q2 36,036 0.06 $44.71 $1,611,170 SEC
2025   Q1 36,036 0.07 $52.06 $1,876,034 SEC
2024   Q4 36,036 0.06 $48.17 $1,735,854 SEC
2024   Q3 36,036 0.06 Buy 0.06 $28.50–47.97 · VW $35.91i $1,622,341 SEC
Price snapshot:
Current price$43.90
Avg. buy price$45.02
+/- since buy-2.49%
52-week low$40.15
52-week high$57.69