KINGSWOOD WEALTH ADVISORS, LLC LKNCY β€” LUCKIN COFFEE INC F UNSPONSORED ADR 1 ADR REPS 8 ORD SHS

Ownership history in KINGSWOOD WEALTH ADVISORS, LLC  Β·  3 quarters on record

AI Ownership Summary

KINGSWOOD WEALTH ADVISORS, LLC reported LUCKIN COFFEE INC F UNSPONSORED ADR 1 ADR REPS 8 ORD SHS (LKNCY) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows LKNCY at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LKNCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KINGSWOOD WEALTH ADVISORS, LLC's position in LUCKIN COFFEE INC F UNSPONSORED ADR 1 ADR REPS 8 ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LKNCY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KINGSWOOD WEALTH ADVISORS, LLC held LKNCY β€” position size vs. price
% of Fund (quarterly)    LKNCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 14,937 +2,337 +18.5% 0.02% $500K 2026-01-28 $32.25
2025 Q3 UNCHANGED β€” β€” β€” 12,600 β€” 0% 0.03% $479K 2025-10-23 $39.71
2025 Q1 INITIATED β€” β€” β€” 12,600 β€” β€” 0.02% $436K 2025-04-21 $30.01

FAQ About KINGSWOOD WEALTH ADVISORS, LLC and LKNCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has KINGSWOOD WEALTH ADVISORS, LLC reported owning LKNCY?

KINGSWOOD WEALTH ADVISORS, LLC reported LKNCY across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LKNCY position in KINGSWOOD WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for LKNCY was 0.03% in 2025 Q3.

What is the latest reported LKNCY position on this page?

The most recent filing on this page is 2025 Q4, when KINGSWOOD WEALTH ADVISORS, LLC reported 14,937 shares, equal to 0.02% of portfolio, with an estimated market value of $500K.

What does the chart on this LKNCY ownership page compare?

The chart compares KINGSWOOD WEALTH ADVISORS, LLC's quarterly LKNCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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