Kingswood Wealth Advisors’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Kingswood Wealth Advisors’s Portfolio LK Stock Details LK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,937	Closed	-$500K	–	988
2025 Q4	$500K	Buy	14,937 +2,337	+19%	+$78.3K	0.02%	525
2025 Q3	$479K	Buy	+12,600	New	+$479K	0.03%	490
2025 Q2	–	Sell	-12,600	Closed	-$436K	–	801
2025 Q1	$436K	Buy	+12,600	New	+$436K	0.04%	432

Other funds holding LK

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $450M AUM 41.19% 1-Year Est. Return

MWA

Miller Wealth Advisors Ridgeway, Colorado $237M AUM 40.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kingswood Wealth Advisors's LK Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q1 2026, closing a stake of 14,937 shares — an estimated $500K sold.

Kingswood Wealth Advisors first reported a position in LK in Q1 2025 and held it in 3 quarters. The position peaked at $500K in Q4 2025. 9 funds tracked by Wall St. Rank hold LK as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 14,937 Luckin Coffee Inc. American Depositary Shares shares in Q1 2026, an estimated $500K.
Kingswood Wealth Advisors first reported a position in Luckin Coffee Inc. American Depositary Shares in Q1 2025 and held it in 3 quarters.
Kingswood Wealth Advisors's Luckin Coffee Inc. American Depositary Shares position peaked at $500K in Q4 2025.
9 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.