Dodge & Cox added YUMC · Yum China Holdings, Inc.
$346M · now 0.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 13
YOU SEE IT
Nov 14
44 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$51 now
OUR VALUE
$51 today
low $32mid $43high $54
3 models, as of 2026-11-14.
Fairly priced now: inside our value range. The easy part has happened.
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