LKNCY

Luckin Coffee Inc - ADR Cross-source read$33.55 3.62%
Consumer DiscretionaryCUSIP 54951L109· EOD Sep 8, 2026

No active 13F manager changed its position in LKNCY last quarter. Over the last 180 days, 3 insiders sold and none bought, a net -$16.7M in open-market trades.

Tracked 13F holders
5
2 in Q2 2026 filings
13F value (tracked)
$528K
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
0 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 3 selling · -$16.7M
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$33.55 3.62%5Y +108.4%
$3.66$13.77$23.87$33.98$44.09202120222023202420252026223335
Hover for who · click for detailEnd-of-day closing prices52w $27.67 – $43.03

Who owns LKNCY?

5 tracked 13F filers · ranked by shares held

5 tracked 13F filers disclose a position in LKNCY as of the latest SEC 13F filings, a combined $528K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1First National Trust Co16K
$512K
Held
Q1 2026
2Rhumbline Advisers442
$14K
Held
Q1 2026
3Huntington National Bank33
$913
New
+33 sh
Q2 2026
4PNC Financial Services Group, Inc.4
$128
−73%
Reduced · −11 sh
Q1 2026
5Miller Wealth Advisors, LLC4
$111
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$16.7M
3 insiders
Net · 180d
-$16.7M
8 open-market transactions
DateInsiderRoleActionSharesValue
Aug 6, 2026Guo JinyiChief Executive Officer, DirectorSell (S)50K$1.8M
Aug 5, 2026Guo JinyiChief Executive Officer, DirectorSell (S)247K$9.0M
Aug 4, 2026Cao WenbaoSenior Vice President, DirectorSell (S)
3 lots, same day
150K$5.6M
Jun 9, 2026An JingChief Financial OfficerSell (S)2K$54K
Jun 2, 2026An JingChief Financial OfficerSell (S)7K$219K
May 14, 2026An JingChief Financial OfficerSell (S)200$7K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Confluence: insiders and funds selling

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
01
Insiders
Form 4 open-market
03-$16.7M
US House
STOCK Act trades
00$0
Sector rotation
LKNCY is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

2 tracked filers in Q2 2026 filingsstill filing
059Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

5 most recent

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Connected entities for LKNCY

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Ask your agent what changed in LKNCY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LKNCY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LKNCY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LKNCY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.