LUCKIN COFFEE INC LKNCY
COM · ADR · CUSIP 54951L109
- SectorConsumer discretionary
- IndustryRetail-Eating & Drinking Places
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $27.64.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 9 |
| Q4 2022 | 8 |
| Q1 2023 | 12 |
| Q2 2023 | 13 |
| Q3 2023 | 14 |
| Q4 2023 | 13 |
| Q1 2024 | 8 |
| Q2 2024 | 9 |
| Q3 2024 | 6 |
| Q4 2024 | 6 |
| Q1 2025 | 7 |
| Q2 2025 | 7 |
| Q3 2025 | 10 |
| Q4 2025 | 11 |
| Q1 2026 | 9 |
| Q2 2026 | 8 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 1 | 4 |
| Q4 2024 | 2 | 3 |
| Q1 2025 | 3 | 2 |
| Q2 2025 | 2 | 2 |
| Q3 2025 | 4 | 2 |
| Q4 2025 | 5 | 3 |
| Q1 2026 | 3 | 5 |
| Q2 2026 | 3 | 3 |
Biggest buyers
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | New | +700 |
| HUNTINGTON NATIONAL BANK | New | +33 |
| PNC Financial Services Group, Inc. | Added | +2 |
Biggest sellers
| ATLAS CAPITAL ADVISORS INC. | Sold out | -920 |
| Ascentis Independent Advisors | Sold out | -450 |
| IMA Advisory Services, Inc. | Sold out | -10 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Centurium Capital Partners 2018, L.P.
13D · may seek influence
-1.2 pts · filed 2026-09-09
Stated purposeItem 4 of the Schedule 13D is hereby amended to incorporate the following at the end thereof: On September 5, 2026, Success Cup Limited ("Success Cup"), an exempted company incorporated with limited liability under the laws of the Cayman Islands and a wholly-owned subsidiary of CCM Success, L.P. ("CCM Success"), a limited partnership incorporated under the laws of the Cayman Islands, entered into an agreement to acquire 82,936,749 Preferred Shares from CCM Lucky, L.P. ("CCM Lucky"), a limited partnership incorporated under the laws of the Cayman Islands and 158,158,519 Preferred Shares from Centurium Capital Partners 2018, L.P. ("Centurium Fund I"), a limited partnership incorporated under the laws of the Cayman Islands (collectively, the "Success Cup Transactions"). Financing for the Suc… Full filing |
22.1% |
| Temasek Holdings (Private) Ltd 13G · passive investor new · filed 2026-05-22 | 6.4% |
| First Beijing Investment Ltd 13G · passive investor new · filed 2026-03-04 | 5.1% |
Fell to 5% or below in the last year: Joy Capital II, L.P. (1.8%, 2026-05-11)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $279.9k | — |
| Q3 2026 | 0 | — | 2 | $16.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-06 | Guo Jinyi Chief Executive Officer, director · American Depositary Shares | Sold | $1.8m49.6k shares |
| 2026-08-05 | Guo Jinyi Chief Executive Officer, director · American Depositary Shares | Sold | $9.0m247.1k shares |
| 2026-08-04 | Cao Wenbao Senior Vice President, director · American Depositary Shares | Sold | $5.6m150.0k shares |
| 2026-06-09 | An Jing Chief Financial Officer · American Depositary Shares | Sold | $54.1k1.8k shares |
| 2026-06-02 | An Jing Chief Financial Officer · American Depositary Shares | Sold | $219.2k6.8k shares |
| 2026-05-14 | An Jing Chief Financial Officer · American Depositary Shares | Sold | $6.6k200 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| First National Trust Co 0.01% of their portfolio | 16.0k $441.8k | Unchanged |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio | 700 $19.4k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 442 $12.2k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 33 $913 | New |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 16 $0 | Unchanged |
| Strengthening Families & Communities, LLC 0.00% of their portfolio | 9 $249 | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 6 $166 | Added +2 |
| MILLER WEALTH ADVISORS, LLC 0.00% of their portfolio | 4 $111 | Unchanged |