Yum China Holdings, Inc.
YUMC- 交易所
- NYSE
- 產業
- Retail-Eating Places
- SEC CIK
- 0001673358
近 90 天，Yum China Holdings, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 666 家機構在 13F 申報持有，市值合計 $94.1 億；大師中只有吉維尼資本持有。
2025 年第 2 季 13F 持有人
Yum China Holdings, Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 690
- 較 2025 年第 1 季 −30 家
- 持有股數
- 2.80 億
- 較 2025 年第 1 季 −2,790 萬 (−9.1%)
- 總市值
- $124.9 億
- 較 2025 年第 1 季 −$29.2 億 (−18.9%)
- 新進機構
- 75
- 另有 196 家加碼
- 清倉機構
- 105
- 另有 227 家減碼
另有 14 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 YUMC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 666 | $94.1 億 |
| 2026 年第 1 季 | 708 | $111.1 億 |
| 2025 年第 4 季 | 675 | $109.8 億 |
| 2025 年第 3 季 | 663 | $104.3 億 |
| 2025 年第 2 季 | 690 | $124.9 億 |
| 2025 年第 1 季 | 734 | $154.3 億 |
| 2024 年第 4 季 | 715 | $142.4 億 |
| 2024 年第 3 季 | 682 | $128.8 億 |
| 2024 年第 2 季 | 629 | $89.9 億 |
| 2024 年第 1 季 | 673 | $118.1 億 |
| 2023 年第 4 季 | 683 | $129.3 億 |
| 2023 年第 3 季 | 702 | $173.0 億 |
| 2023 年第 2 季 | 736 | $178.1 億 |
| 2023 年第 1 季 | 746 | $204.6 億 |
| 2022 年第 4 季 | 734 | $177.1 億 |
| 2022 年第 3 季 | 666 | $160.4 億 |
| 2022 年第 2 季 | 688 | $158.8 億 |
| 2022 年第 1 季 | 673 | $139.7 億 |
| 2021 年第 4 季 | 763 | $162.3 億 |
| 2021 年第 3 季 | 757 | $192.5 億 |
| 2021 年第 2 季 | 807 | $246.2 億 |
| 2021 年第 1 季 | 779 | $211.4 億 |
2025 年第 2 季持有機構
每家機構持有 Yum China Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Everett Harris & Co | 16,817 | $75.2 萬 | 0.01% | −6,100−26.6% | 減碼 |
| Comerica Bank | 16,930 | $75.7 萬 | 0.00% | −1,374−7.5% | 減碼 |
| Highland Capital Management, LLC | 17,100 | $76.5 萬 | 0.04% | −450−2.6% | 減碼 |
| Cassaday & Co Wealth Management LLC | 17,106 | $76.5 萬 | 0.02% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 17,200 | $76.9 萬 | 0.02% | +6,300+57.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,276 | $77.2 萬 | 0.01% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 17,333 | $77.5 萬 | 0.01% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 17,900 | $80.0 萬 | 0.04% | −580−3.1% | 減碼 |
| Shell Asset Management Co | 17,909 | $80.1 萬 | 0.03% | +817+4.8% | 加碼 |
| Virginia Retirement Systems Et Al | 18,000 | $80.5 萬 | 0.01% | −1,700−8.6% | 減碼 |
| Capital Advisors Inc | 18,628 | $83.3 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 18,778 | $84.0 萬 | 0.01% | −15,665−45.5% | 減碼 |
| Janney Montgomery Scott LLC | 18,921 | $84.6 萬 | 0.00% | +3,882+25.8% | 加碼 |
| Harbor Advisors LLC | 19,000 | $84.9 萬 | 0.14% | 00.0% | 不變 |
| Mindset Wealth Management, LLC | 19,300 | $86.3 萬 | 0.28% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 19,324 | $86.4 萬 | 0.01% | +5,014+35.0% | 加碼 |
| Mercer Global Advisors Inc | 19,561 | $87.5 萬 | 0.00% | +8,802+81.8% | 加碼 |
| Cohen Capital Management, Inc. | 19,950 | $89.2 萬 | 0.15% | 00.0% | 不變 |
| Nine Masts Capital Ltd | 20,038 | $89.7 萬 | 0.35% | +20,038 | 新進 |
| Jones Financial Companies LLLP | 20,706 | $92.5 萬 | 0.00% | +3,842+22.8% | 加碼 |
| Simplex Trading, LLC | 20,751 | $92.7 萬 | 0.02% | +20,751 | 新進 |
| Banco Santander, S.A. | 21,000 | $93.9 萬 | 0.01% | −5,551−20.9% | 減碼 |
| Blair William & Co | 21,327 | $95.4 萬 | 0.00% | −4,079−16.1% | 減碼 |
| Enterprise Financial Services Corp | 21,344 | $95.4 萬 | 0.51% | +50+0.2% | 加碼 |
| Van Berkom & Associates Inc. | 21,450 | $96.0 萬 | 0.03% | +1,350+6.7% | 加碼 |
| American Capital Advisory, LLC | 21,485 | $96.1 萬 | 0.48% | −136−0.6% | 減碼 |
| Palouse Capital Management, Inc. | 21,890 | $97.9 萬 | 0.65% | −523−2.3% | 減碼 |
| Cetera Investment Advisers | 21,975 | $98.2 萬 | 0.00% | −2,152−8.9% | 減碼 |
| D.A. Davidson & Co. | 21,987 | $98.3 萬 | 0.01% | 00.0% | 不變 |
| Grandeur Peak Global Advisors, LLC | 22,000 | $98.5 萬 | 0.12% | +22,000 | 新進 |
| Colony Group, LLC | 22,386 | $100.1 萬 | 0.00% | +1,097+5.2% | 加碼 |
| AXA S.A. | 22,743 | $101.7 萬 | 0.00% | −22,270−49.5% | 減碼 |
| Fifth Third Bancorp | 23,125 | $103.4 萬 | 0.00% | +7,601+49.0% | 加碼 |
| Atria Investments LLC | 23,458 | $104.9 萬 | 0.01% | −941−3.9% | 減碼 |
| Sanctuary Advisors, LLC | 24,269 | $108.5 萬 | 0.01% | −3,552−12.8% | 減碼 |
| Pictet & Cie (Europe) SA | 24,400 | $108.7 萬 | 0.02% | +5,300+27.7% | 加碼 |
| Congress Wealth Management LLC | 24,523 | $109.6 萬 | 0.01% | −993−3.9% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 24,575 | $109.9 萬 | 0.00% | −617−2.4% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 24,868 | $111.2 萬 | 0.14% | 00.0% | 不變 |
| Walleye Trading LLC | 24,902 | $111.3 萬 | 0.03% | +24,902 | 新進 |
| Principal Securities, Inc. | 25,318 | $113.2 萬 | 0.02% | +451+1.8% | 加碼 |
| Raiffeisen Bank International AG | 25,500 | $113.4 萬 | 0.02% | +2,100+9.0% | 加碼 |
| Balyasny Asset Management LLC | 26,450 | $118.3 萬 | 0.00% | +26,450 | 新進 |
| J. Safra Sarasin Holding AG | 27,231 | $121.9 萬 | 0.02% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 27,500 | $123.0 萬 | 0.03% | 00.0% | 不變 |
| Quest Partners LLC | 27,563 | $123.2 萬 | 0.12% | +24,202+720.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 28,026 | $125.3 萬 | 0.01% | +28,026 | 新進 |
| Camelot Portfolios, LLC | 28,064 | $125.5 萬 | 0.75% | −1,144−3.9% | 減碼 |
| Cloverfields Capital Group, LP | 28,183 | $126.0 萬 | 0.37% | +1,751+6.6% | 加碼 |
| White Oak Capital Partners Pte. Ltd. | 28,150 | $126.9 萬 | 0.43% | −4,320−13.3% | 減碼 |
| Acadian Asset Management LLC | 28,637 | $127.9 萬 | 0.00% | −80,176−73.7% | 減碼 |
| Freemont Capital Pte Ltd | 30,000 | $134.1 萬 | 0.03% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 29,322 | $134.2 萬 | 0.00% | −179−0.6% | 減碼 |
| Aigen Investment Management, LP | 30,195 | $135.0 萬 | 0.19% | +30,195 | 新進 |
| Mariner, LLC | 30,443 | $136.1 萬 | 0.00% | +3,224+11.8% | 加碼 |
| Ensign Peak Advisors, Inc | 30,500 | $136.4 萬 | 0.00% | −4,650−13.2% | 減碼 |
| Group One Trading, L.P. | 30,519 | $136.5 萬 | 0.04% | +5,909+24.0% | 加碼 |
| DnB Asset Management AS | 30,577 | $136.7 萬 | 0.01% | +2,947+10.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 31,586 | $141.2 萬 | 0.00% | −2,529−7.4% | 減碼 |
| US Bancorp | 32,088 | $143.5 萬 | 0.00% | +5,723+21.7% | 加碼 |
| Voya Investment Management LLC | 32,165 | $143.9 萬 | 0.00% | −5,259−14.1% | 減碼 |
| Bayesian Capital Management, LP | 32,270 | $144.3 萬 | 0.23% | +15,700+94.7% | 加碼 |
| Henry James International Management, Inc. | 34,210 | $153.0 萬 | 0.50% | +120.0% | 加碼 |
| LGT Group Foundation | 34,432 | $153.9 萬 | 0.02% | −100−0.3% | 減碼 |
| Timber Creek Capital Management LLC | 35,943 | $156.9 萬 | 0.40% | −413−1.1% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 36,036 | $161.1 萬 | 0.06% | 00.0% | 不變 |
| CI Private Wealth, LLC | 36,225 | $162.0 萬 | 0.00% | −2,205−5.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 36,838 | $164.7 萬 | 0.00% | +25,091+213.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 37,608 | $168.3 萬 | 0.08% | +6,521+21.0% | 加碼 |
| Toronto Dominion Bank | 37,696 | $168.8 萬 | 0.00% | −404−1.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 38,025 | $170.0 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 38,180 | $170.7 萬 | 0.02% | −1,266−3.2% | 減碼 |
| Sciencast Management LP | 38,561 | $172.4 萬 | 0.36% | +38,561 | 新進 |
| New York Life Investment Management LLC | 38,889 | $173.9 萬 | 0.02% | −1,375−3.4% | 減碼 |
| Stratos Wealth Advisors, LLC | 39,709 | $177.5 萬 | 0.09% | −649−1.6% | 減碼 |
| Altman Advisors, Inc. | 38,887 | $177.6 萬 | 0.73% | +909+2.4% | 加碼 |
| California State Teachers Retirement System | 40,285 | $180.1 萬 | 0.00% | −48,568−54.7% | 減碼 |
| Swiss Life Asset Management Ltd | 40,421 | $180.7 萬 | 0.01% | +17,834+79.0% | 加碼 |
| Gallacher Capital Management LLC | 42,020 | $187.9 萬 | 0.87% | 00.0% | 不變 |
| Manning & Napier Advisors LLC | 42,105 | $188.3 萬 | 0.02% | +42,105 | 新進 |
| Two Sigma Advisers, LP | 42,450 | $189.8 萬 | 0.00% | +42,450 | 新進 |
| Quadrature Capital Ltd | 44,426 | $198.6 萬 | 0.03% | +39,392+782.5% | 加碼 |
| Pathstone Holdings, LLC | 44,538 | $199.1 萬 | 0.01% | +742+1.7% | 加碼 |
| Commerce Bank | 45,516 | $203.5 萬 | 0.01% | −1,746−3.7% | 減碼 |
| Summit Trail Advisors, LLC | 45,601 | $203.9 萬 | 0.03% | +61+0.1% | 加碼 |
| Stifel Financial Corp | 45,676 | $204.2 萬 | 0.00% | +9,175+25.1% | 加碼 |
| TD Asset Management Inc | 45,699 | $204.3 萬 | 0.00% | −835−1.8% | 減碼 |
| New York State Common Retirement Fund | 45,800 | $204.8 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 46,429 | $207.6 萬 | 0.01% | +319+0.7% | 加碼 |
| Banque Pictet & Cie SA | 47,500 | $211.6 萬 | 0.02% | +7,150+17.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 47,636 | $213.0 萬 | 0.54% | −7,809−14.1% | 減碼 |
| WBI Investments | 48,416 | $216.5 萬 | 0.56% | +42,142+671.7% | 加碼 |
| XTX Topco Ltd | 49,281 | $220.3 萬 | 0.09% | +44,935+1,033.9% | 加碼 |
| Okabena Investment Services Inc | 49,421 | $221.0 萬 | 0.49% | −582−1.2% | 減碼 |
| Rathbone Brothers plc | 49,837 | $222.8 萬 | 0.01% | −3,885−7.2% | 減碼 |
| Naples Global Advisors, LLC | 50,227 | $224.6 萬 | 0.19% | +4,578+10.0% | 加碼 |
| Nomura Asset Management Co Ltd | 50,400 | $225.3 萬 | 0.01% | +4,500+9.8% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 52,236 | $233.5 萬 | 0.06% | −304,590−85.4% | 減碼 |
| Steel Peak Wealth Management LLC | 54,462 | $243.5 萬 | 0.09% | +54,462 | 新進 |
| Canada Post Corp Registered Pension Plan | 54,978 | $245.8 萬 | 0.14% | +54,978 | 新進 |