Vault-13

LUCKIN COFFEE INC LKNCY

COM · ADR · CUSIP 54951L109

8 institutional holders -1 vs Q1 2026
17,17517.2k shares reported held*
$474.8kreported value*
2 new 1 added 0 reduced 3 sold out net sold ≈ $17.8k (-645 shares)

* 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

051015Q3 22: 9Q4 22: 8Q1 23: 12Q2 23: 13Q3 23: 14Q4 23: 13Q1 24: 8Q2 24: 9Q3 24: 6Q4 24: 6Q1 25: 7Q2 25: 7Q3 25: 10Q4 25: 11Q1 26: 9Q2 26: 88Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20229
Q4 20228
Q1 202312
Q2 202313
Q3 202314
Q4 202313
Q1 20248
Q2 20249
Q3 20246
Q4 20246
Q1 20257
Q2 20257
Q3 202510
Q4 202511
Q1 20269
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 1 bought or addedQ3 24: 4 cut or sold outQ4 24: 2 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 2 cut or sold outQ2 25: 2 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 2 cut or sold outQ4 25: 5 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 5 cut or sold outQ2 26: 3 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202414
Q4 202423
Q1 202532
Q2 202522
Q3 202542
Q4 202553
Q1 202635
Q2 202633

Biggest buyers

Biggest sellers

ATLAS CAPITAL ADVISORS INC. Sold out -920-920
Ascentis Independent Advisors Sold out -450-450
IMA Advisory Services, Inc. Sold out -10-10

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.

HolderStakeChangeShares Last filed
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% -1.2 pts 571.0m 2026-09-09
Temasek Holdings (Private) Ltd 13G · passive investor new · filed 2026-05-22 6.4% new 137.0m 2026-05-22
First Beijing Investment Ltd 13G · passive investor new · filed 2026-03-04 5.1% new 107.7m 2026-03-04

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)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 2 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—1$279.9k—
Q3 20260—2$16.4m—
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-06 Guo Jinyi Chief Executive Officer, director · American Depositary Shares Sold 49,601 $36.20 $1.8m49.6k shares -10%
2026-08-05 Guo Jinyi Chief Executive Officer, director · American Depositary Shares Sold 247,070 $36.50 $9.0m247.1k shares -33%
2026-08-04 Cao Wenbao Senior Vice President, director · American Depositary Shares Sold 150,000 $37.06 $5.6m150.0k shares -44%
2026-06-09 An Jing Chief Financial Officer · American Depositary Shares Sold 1,760 $30.72 $54.1k1.8k shares -1%
2026-06-02 An Jing Chief Financial Officer · American Depositary Shares Sold 6,756 $32.45 $219.2k6.8k shares -2%
2026-05-14 An Jing Chief Financial Officer · American Depositary Shares Sold 200 $33.23 $6.6k200 shares -<1%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 First National Trust Co 0.01% of their portfolio Johnstown, PA 15,96516.0k $441.8k $441.8k 0.01% Unchanged
2 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% of their portfolio INDIANAPOLIS, IN 700700 $19.4k $19.4k 0.01% New
3 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 442442 $12.2k $12.2k 0.00% Unchanged
4 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 3333 $913 $913 0.00% New
5 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 1616 $0 $0 0.00% Unchanged
6 Strengthening Families & Communities, LLC 0.00% of their portfolio BOSTON, MA 99 $249 $249 0.00% Unchanged
7 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 66 $166 $166 0.00% Added +2 +2
8 MILLER WEALTH ADVISORS, LLC 0.00% of their portfolio OURAY, CO 44 $111 $111 0.00% Unchanged