Apparently the broken update KB4338818 applies only to Windows 7, Windows Server 2008 R2 and Windows Server 2012 R2.
The issue relates to broken Windows update KB4338818 published on July 10, 2018 (https://support.microsoft.com/en-us/help/4338818/windows-7-update-kb4338818, last entry in "Known issues in this update". Microsoft talks about the IIS service, but in reality it happens to other services too)
The next patch KB4338821 published on July 19, 2018 has the correction.
To solve the issue, please install patch KB4338821
For the Windows 2012 install patch KB4339916