YUMC
Yum China Holdings, Inc.
+0.19 (+0.46%)41.55USD439K成交股數14.2B市值15.2本益比(近四季)1.1股價營收比+12.6%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 6 · 1.8M · 2 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 1.8M |
| 近 180 天 淨額 | −1.8M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-03 | DING Jerry | Chief People Officer | M 選擇權執行 | 1.3K | – | – | 4.9K | SEC |
| 2026-09-01 | 09-03 | DING Jerry | Chief People Officer | F 繳稅扣股 | 594 | 44.88 | 27K | 4.3K | SEC |
| 2026-08-18 | 08-19 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | S 公開市場賣出 | 1.2K | 47.14 | 58K | 40.6K | SEC |
| 2026-08-18 | 08-19 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | M 選擇權執行 | 10.5K | 41.66 | 437K | 45.2K | SEC |
| 2026-08-18 | 08-19 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | S 公開市場賣出 | 19.5K | 47.07 | 918K | 7.6K | SEC |
| 2026-08-18 | 08-19 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | M 選擇權執行 | 7.6K | 26.56 | 203K | 34.7K | SEC |
| 2026-08-18 | 08-19 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | D 處分 | 9.2K | 47.25 | 437K | 27.1K | SEC |
| 2026-08-18 | 08-19 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | S 公開市場賣出 | 3.3K | 47.14 | 158K | 41.9K | SEC |
| 2026-08-18 | 08-19 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | D 處分 | 4.3K | 47.25 | 203K | 36.3K | SEC |
| 2026-08-12 | 08-13 | Kuai Jeff | General Manager, Pizza Hut | M 選擇權執行 | 11.2K | 26.56 | 297K | 91.2K | SEC |
| 2026-08-12 | 08-13 | Kuai Jeff | General Manager, Pizza Hut | S 公開市場賣出 | 5.3K | 47.71 | 253K | 85.9K | SEC |
| 2026-08-12 | 08-13 | Kuai Jeff | General Manager, Pizza Hut | M 選擇權執行 | 12.2K | 26.98 | 329K | 80.1K | SEC |
| 2026-08-12 | 08-13 | Kuai Jeff | General Manager, Pizza Hut | D 處分 | 6.9K | 47.76 | 329K | 74.1K | SEC |
| 2026-08-12 | 08-13 | Kuai Jeff | General Manager, Pizza Hut | S 公開市場賣出 | 5.0K | 47.71 | 237K | 81.0K | SEC |
| 2026-08-12 | 08-13 | Kuai Jeff | General Manager, Pizza Hut | S 公開市場賣出 | 4.3K | 47.74 | 206K | 63.5K | SEC |
| 2026-08-12 | 08-13 | Kuai Jeff | General Manager, Pizza Hut | D 處分 | 6.2K | 47.76 | 297K | 67.9K | SEC |
| 2026-06-01 | 06-03 | Zhang Min (Jenny) | Director | A 獲配股票 | 3.1K | – | – | 17.5K | SEC |
| 2026-06-01 | 06-03 | Durham Mikel A. | Director | A 獲配股票 | 8.4K | – | – | 17.6K | SEC |
| 2026-06-01 | 06-03 | Ettedgui Edouard | Director | A 獲配股票 | 8.1K | – | – | 67.3K | SEC |
| 2026-06-01 | 06-03 | Shao Zili | Director | A 獲配股票 | 4.5K | – | – | 56.6K | SEC |
| 2026-06-01 | 06-03 | HOFFMANN DAVID L | Director | A 獲配股票 | 4.6K | – | – | 27.3K | SEC |
| 2026-06-01 | 06-03 | Zhu Christina (Xiaojing) | Director | A 獲配股票 | 7.6K | – | – | 25.2K | SEC |
| 2026-06-01 | 06-03 | Lu Ruby Rong | Director | A 獲配股票 | 7.9K | – | – | 73.9K | SEC |
| 2026-06-01 | 06-03 | Ge Grace Xin | Director | A 獲配股票 | 4.6K | – | – | 9.1K | SEC |
| 2026-06-01 | 06-03 | Yang William Wang | Director | A 獲配股票 | 7.6K | – | – | 64.9K | SEC |
| 2026-06-01 | 06-03 | Hu Fred | Director | A 獲配股票 | 13.1K | – | – | 95.5K | SEC |
| 2026-06-01 | 06-03 | Wei Zhe David | Director | A 獲配股票 | 4.1K | – | – | 7.3K | SEC |
| 2026-05-02 | 05-05 | Ding Adrian | Chief Financial Officer | M 選擇權執行 | 3.1K | – | – | 55.5K | SEC |
| 2026-05-02 | 05-05 | Ding Adrian | Chief Financial Officer | F 繳稅扣股 | 1.4K | 48.80 | 67K | 54.1K | SEC |
| 2026-02-24 | 02-25 | Lu Xueling | Controller and PAO | D 處分 | 1.8K | 55.97 | 99K | 32.5K | SEC |
| 2026-02-24 | 02-25 | Lu Xueling | Controller and PAO | M 選擇權執行 | 3.7K | 26.56 | 99K | 34.3K | SEC |
| 2026-02-24 | 02-25 | Lu Xueling | Controller and PAO | S 公開市場賣出 | 21.5K | 55.83 | 1.2M | 9.0K | SEC |
| 2026-02-24 | 02-25 | Lu Xueling | Controller and PAO | S 公開市場賣出 | 2.0K | 55.92 | 109K | 30.6K | SEC |
| 2026-02-13 | 02-17 | Wat Joey | Chief Executive Officer | S 公開市場賣出 | 104K | 55.18 | 5.7M | 433K | SEC |
| 2026-02-11 | 02-12 | Wat Joey | Chief Executive Officer | S 公開市場賣出 | 4.6K | 57.01 | 263K | 537K | SEC |
| 2026-02-10 | 02-12 | Ding Adrian | Chief Financial Officer | M 選擇權執行 | 3.2K | – | – | 54.1K | SEC |
| 2026-02-10 | 02-12 | Ding Adrian | Chief Financial Officer | M 選擇權執行 | 580 | – | – | 50.9K | SEC |
| 2026-02-10 | 02-12 | LIU Pingping | Chief Legal Officer | F 繳稅扣股 | 823 | 57.12 | 47K | 16.2K | SEC |
| 2026-02-10 | 02-12 | LIU Pingping | Chief Legal Officer | M 選擇權執行 | 269 | – | – | 15.3K | SEC |
| 2026-02-10 | 02-12 | Wang Warton | General Manager, KFC | F 繳稅扣股 | 3.0K | 57.12 | 170K | 54.5K | SEC |
| 2026-02-10 | 02-12 | Wang Warton | General Manager, KFC | M 選擇權執行 | 6.1K | – | – | 57.5K | SEC |
| 2026-02-10 | 02-12 | Zhang Leila | Chief Technology Officer | F 繳稅扣股 | 1.4K | 57.12 | 81K | 60.4K | SEC |
| 2026-02-10 | 02-12 | Zhang Leila | Chief Technology Officer | M 選擇權執行 | 2.5K | – | – | 61.9K | SEC |
| 2026-02-10 | 02-12 | Zhang Leila | Chief Technology Officer | M 選擇權執行 | 686 | – | – | 59.4K | SEC |
| 2026-02-10 | 02-12 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | F 繳稅扣股 | 1.5K | 57.12 | 85K | 27.1K | SEC |
| 2026-02-10 | 02-12 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | M 選擇權執行 | 3.0K | – | – | 28.6K | SEC |
| 2026-02-10 | 02-12 | HUANG Duoduo (Howard) | Chief Supply Chain Officer | M 選擇權執行 | 317 | – | – | 25.6K | SEC |
| 2026-02-10 | 02-12 | Lu Xueling | Controller and PAO | F 繳稅扣股 | 695 | 57.12 | 40K | 30.6K | SEC |
| 2026-02-10 | 02-12 | Lu Xueling | Controller and PAO | M 選擇權執行 | 1.2K | – | – | 31.3K | SEC |
| 2026-02-10 | 02-12 | Lu Xueling | Controller and PAO | M 選擇權執行 | 317 | – | – | 30.1K | SEC |
| 2026-02-10 | 02-12 | Kuai Jeff | General Manager, Pizza Hut | F 繳稅扣股 | 2.2K | 57.12 | 128K | 67.9K | SEC |
| 2026-02-10 | 02-12 | Kuai Jeff | General Manager, Pizza Hut | M 選擇權執行 | 4.2K | – | – | 70.1K | SEC |
| 2026-02-10 | 02-12 | Kuai Jeff | General Manager, Pizza Hut | M 選擇權執行 | 792 | – | – | 65.9K | SEC |
| 2026-02-10 | 02-12 | Wang Warton | General Manager, KFC | M 選擇權執行 | 475 | – | – | 51.4K | SEC |
| 2026-02-10 | 02-12 | Wat Joey | Chief Executive Officer | F 繳稅扣股 | 3.2K | 57.12 | 182K | 542K | SEC |
| 2026-02-10 | 02-12 | Wat Joey | Chief Executive Officer | M 選擇權執行 | 35.0K | – | – | 545K | SEC |
| 2026-02-10 | 02-12 | Wat Joey | Chief Executive Officer | M 選擇權執行 | 6.9K | – | – | 511K | SEC |
| 2026-02-10 | 02-12 | LIU Pingping | Chief Legal Officer | M 選擇權執行 | 1.8K | – | – | 17.0K | SEC |
| 2026-02-10 | 02-12 | Wat Joey | Chief Executive Officer | F 繳稅扣股 | 1.2K | 57.12 | 67K | 510K | SEC |
| 2026-02-10 | 02-12 | DING Jerry | Chief People Officer | M 選擇權執行 | 359 | – | – | 3.6K | SEC |
| 2026-02-10 | 02-12 | DING Jerry | Chief People Officer | F 繳稅扣股 | 903 | 57.12 | 52K | 3.2K | SEC |
| 2026-02-10 | 02-12 | Ding Adrian | Chief Financial Officer | F 繳稅扣股 | 1.7K | 57.12 | 96K | 52.4K | SEC |
| 2026-02-10 | 02-12 | DING Jerry | Chief People Officer | M 選擇權執行 | 1.8K | – | – | 4.1K | SEC |
| 2026-02-09 | 02-11 | DING Jerry | Chief People Officer | F 繳稅扣股 | 135 | 57.50 | 8K | 2.4K | SEC |
| 2026-02-09 | 02-11 | Ding Adrian | Chief Financial Officer | F 繳稅扣股 | 2.4K | 57.50 | 139K | 50.3K | SEC |
| 2026-02-09 | 02-11 | Ding Adrian | Chief Financial Officer | M 選擇權執行 | 3.4K | – | – | 52.8K | SEC |
| 2026-02-09 | 02-11 | Ding Adrian | Chief Financial Officer | M 選擇權執行 | 2.0K | – | – | 49.4K | SEC |
| 2026-02-09 | 02-11 | LIU Pingping | Chief Legal Officer | M 選擇權執行 | 267 | – | – | 15.1K | SEC |
| 2026-02-09 | 02-11 | Wat Joey | Chief Executive Officer | F 繳稅扣股 | 2.7K | 57.50 | 157K | 504K | SEC |
| 2026-02-09 | 02-11 | Wat Joey | Chief Executive Officer | M 選擇權執行 | 28.7K | – | – | 507K | SEC |
| 2026-02-09 | 02-11 | Lu Xueling | Controller and PAO | F 繳稅扣股 | 990 | 57.50 | 57K | 28.5K | SEC |
| 2026-02-09 | 02-11 | Lu Xueling | Controller and PAO | M 選擇權執行 | 1.3K | – | – | 29.7K | SEC |
| 2026-02-09 | 02-11 | Lu Xueling | Controller and PAO | M 選擇權執行 | 933 | – | – | 29.5K | SEC |
| 2026-02-09 | 02-11 | LIU Pingping | Chief Legal Officer | F 繳稅扣股 | 81 | 57.50 | 5K | 15.0K | SEC |
| 2026-02-09 | 02-11 | Kuai Jeff | General Manager, Pizza Hut | F 繳稅扣股 | 1.7K | 57.50 | 96K | 65.1K | SEC |
| 2026-02-09 | 02-11 | Kuai Jeff | General Manager, Pizza Hut | M 選擇權執行 | 844 | – | – | 66.8K | SEC |
| 2026-02-09 | 02-11 | Kuai Jeff | General Manager, Pizza Hut | M 選擇權執行 | 2.9K | – | – | 65.9K | SEC |
| 2026-02-09 | 02-11 | DING Jerry | Chief People Officer | M 選擇權執行 | 401 | – | – | 2.5K | SEC |
| 2026-02-09 | 02-11 | Wang Warton | General Manager, KFC | F 繳稅扣股 | 1.7K | 57.50 | 97K | 50.9K | SEC |
| 2026-02-09 | 02-11 | Wang Warton | General Manager, KFC | M 選擇權執行 | 3.7K | – | – | 52.6K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 24.1M | 985M | 新進 | 新進 |
| Mondrian Investment Partners LTD | 2.9M | 930M | 新進 | 新進 |
| PRINCIPAL FINANCIAL GROUP INC | 21.1M | 861M | 新進 | 新進 |
| Primavera Capital Management Ltd | 12.0M | 492M | 新進 | 新進 |
| BLS Capital Fondsmaeglerselskab A/S | 10.8M | 443M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.8M | 442M | 新進 | 新進 |
| ROYAL BANK OF CANADA | 10.6M | 433M | 新進 | 新進 |
| Dodge & Cox | 8.4M | 342M | 新進 | 新進 |
| W1M Asset Management Ltd | 7.8M | 320M | 新進 | 新進 |
| Westwood Global Investments, LLC | 7.0M | 287M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 5.6M | 230M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 4.4M | 180M | 新進 | 新進 |
| BARCLAYS PLC | 3.7M | 149M | 新進 | 新進 |
| Bank of New York Mellon Corp | 3.6M | 147M | 新進 | 新進 |
| FIL Ltd | 3.5M | 141M | 新進 | 新進 |
| GUARDCAP ASSET MANAGEMENT Ltd | 3.3M | 133M | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 2.6M | 127M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 2.9M | 119M | 新進 | 新進 |
| FMR LLC | 2.8M | 116M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 2.6M | 108M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.6M | 107M | 新進 | 新進 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.5M | 101M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 2.5M | 100M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 2.4M | 96.3M | 新進 | 新進 |
| UBS Group AG | 2.1M | 85.1M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 660 -45 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 660 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 233M · 68.0% |
| 合計季末市值 | 10.2B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 5.1M |
|---|---|
| 與上期比 | -9.6% |
| 佔流通股數 | 1.50% |
| 日均成交量 | 1.7M |
| 回補天數 | 3.1 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 5.1M | -9.6% | 1.50% | 1.7M | 3.1 |
| 2026-08-14 | 5.7M | +11.3% | 1.66% | 1.3M | 4.3 |
| 2026-07-31 | 5.1M | +5.7% | 1.49% | 1.8M | 2.9 |
| 2026-07-15 | 4.8M | +5.0% | 1.41% | 1.7M | 2.8 |
| 2026-06-30 | 4.6M | +5.3% | 1.34% | 1.8M | 2.5 |
| 2026-06-15 | 4.4M | +6.6% | 1.28% | 1.8M | 2.4 |
| 2026-05-29 | 4.1M | -0.5% | 1.20% | 1.9M | 2.2 |
| 2026-05-15 | 4.1M | -16.7% | 1.20% | 1.3M | 3.3 |
| 2026-04-30 | 4.9M | +6.2% | 1.45% | 1.3M | 3.7 |
| 2026-04-15 | 4.7M | -0.2% | 1.36% | 1.2M | 3.8 |
| 2026-03-31 | 4.7M | -11.2% | 1.36% | 1.8M | 2.6 |
| 2026-03-13 | 5.3M | -3.5% | 1.54% | 2.1M | 2.5 |
| 2026-02-27 | 5.4M | +1.4% | 1.59% | 1.8M | 3.1 |
| 2026-02-13 | 5.4M | -5.2% | 1.57% | 2.3M | 2.4 |
| 2026-01-30 | 5.7M | -0.3% | 1.66% | 1.2M | 4.8 |
| 2026-01-15 | 5.7M | +0.2% | 1.66% | 1.0M | 5.5 |
| 2025-12-31 | 5.7M | -4.2% | 1.66% | 945K | 6.0 |
| 2025-12-15 | 5.9M | -10.7% | 1.73% | 1.7M | 3.5 |
| 2025-11-28 | 6.6M | +21.7% | 1.94% | 1.5M | 4.5 |
| 2025-11-14 | 5.5M | +3.0% | 1.60% | 1.4M | 3.8 |
| 2025-10-31 | 5.3M | -14.8% | 1.55% | 1.2M | 4.5 |
| 2025-10-15 | 6.2M | +1.0% | 1.82% | 1.3M | 4.9 |
| 2025-09-30 | 6.2M | -6.7% | 1.80% | 1.7M | 3.7 |
| 2025-09-15 | 6.6M | -13.7% | 1.93% | 2.1M | 3.2 |
| 2025-08-29 | 7.7M | +21.1% | 2.24% | 2.1M | 3.6 |
| 2025-08-15 | 6.3M | +3.7% | 1.85% | 2.1M | 3.0 |