YUMC
Yum China Holdings, Inc. · Consumer Cyclical · Restaurants
Señales de momentum (gestores comparables):
amplitud de titulares -9.5% ·
flujo de acciones -20.7% ·
nuevas posiciones netas -15.8%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 138 | -2 | 155.78M | $6.39B | +5 | −6 |
| Q1 2026 | 140 | +3 | 154.56M | $7.56B | +5 | −3 |
| Q4 2025 | 136 | 0 | 163.06M | $7.77B | +2 | −1 |
| Q3 2025 | 19 | -2 | 100.18M | $4.32B | — | −3 |
| Q2 2025 | 19 | +1 | 71.82M | $3.21B | +2 | −1 |
| Q1 2025 | 15 | -1 | 42.99M | $2.24B | +1 | −2 |
| Q4 2024 | 16 | -1 | 44.63M | $2.15B | +1 | −2 |
| Q3 2024 | 16 | +3 | 37.99M | $1.71B | +3 | — |
| Q2 2024 | 13 | — | 42.11M | $1.30B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 54.49M | — | $2.34B | 0.1% | n/c | 1 | SEC ↗ |
| 33 | The Vanguard Group ✦ (pasivo) | 15.55M | +1.0% | $680.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | The Vanguard Group ✦ (pasivo) | 15.55M | +1.0% | $680.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | The Vanguard Group ✦ (pasivo) | 15.55M | +1.0% | $680.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | The Vanguard Group ✦ (pasivo) | 15.55M | +1.0% | $680.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Dodge & Cox ✦ | 8.52M | +0.1% | $365.72M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 38 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 40 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 41 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 42 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 43 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 44 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 45 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 46 | Wellington Management ✦ | 4.45M | -7.1% | $192.93M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 47 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | BlackRock ✦ (pasivo) | 2.61M | -85.3% | $112.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 2.52M | — | $107.95M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Fidelity (FMR) ✦ | 2.26M | -1.0% | $96.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Fidelity (FMR) ✦ | 2.26M | -1.0% | $96.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 2.26M | -1.0% | $96.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 2.05M | — | $88.15M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 2.05M | — | $88.15M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Goldman Sachs Group ✦ | 2.05M | — | $88.15M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Millennium Management ✦ | 1.94M | +77.8% | $83.65M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 82 | Arrowstreet Capital ✦ | 1.73M | -49.8% | $74.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 83 | State Street Global Advisors ✦ (pasivo) | 973.55K | -83.3% | $41.78M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 812.73K | -72.2% | $34.88M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 85 | T. Rowe Price ✦ | 812.73K | -72.2% | $34.88M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 86 | D. E. Shaw & Co. ✦ | 730.11K | +1881.9% | $31.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | D. E. Shaw & Co. ✦ | 730.11K | +1881.9% | $31.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Renaissance Technologies ✦ | 589.10K | +9.8% | $25.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Citadel Advisors ✦ | 469.97K | -36.3% | $20.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 469.97K | -36.3% | $20.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 91 | Marshall Wace ✦ | 447.05K | -60.6% | $19.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 92 | Marshall Wace ✦ | 447.05K | -60.6% | $19.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 93 | Marshall Wace ✦ | 447.05K | -60.6% | $19.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 94 | Marshall Wace ✦ | 447.05K | -60.6% | $19.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 95 | Marshall Wace ✦ | 447.05K | -60.6% | $19.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 96 | Fisher Asset Management ✦ | 22.50K | +43.4% | $965,616 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 10.66K | -97.0% | $461,159 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 98 | Two Sigma Investments ✦ | 10.30K | -87.4% | $442,076 | 0.0% | ▼ Trim | 6 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $201.81M | era 0.0% |
| Geode Capital Management | $96.45M | era 0.0% |
| Coatue Management | $10.34M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 696 tenedores, 204.05M acciones, $10.63B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 3.34K acc. · $157,636
Officer · 1.24K acc. · $58,406
Officer · 19.51K acc. · $918,477
Officer · 5.31K acc. · $253,483
Officer · 4.96K acc. · $236,689
Officer · 4.31K acc. · $205,855
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología