Atwood & Palmer’s Shake Shack SHAK Stock Holding History

Atwood & Palmer’s Portfolio SHAK Stock Details SHAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2K	Hold	200	–	–	﹤0.01%	369
2026 Q1	$17.7K	Hold	200	–	–	﹤0.01%	336
2025 Q4	$16.2K	Hold	200	–	–	﹤0.01%	343
2025 Q3	$18.7K	Hold	200	–	–	﹤0.01%	335
2025 Q2	$28.1K	Hold	200	–	–	﹤0.01%	285
2025 Q1	$17.6K	Hold	200	–	–	﹤0.01%	298
2024 Q4	$26K	Hold	200	–	–	﹤0.01%	270
2024 Q3	$20.6K	Hold	200	–	–	﹤0.01%	288
2024 Q2	$18K	Hold	200	–	–	﹤0.01%	304
2024 Q1	$20.8K	Hold	200	–	–	﹤0.01%	275
2023 Q4	$14.8K	Hold	200	–	–	﹤0.01%	296
2023 Q3	$11.6K	Hold	200	–	–	﹤0.01%	300
2023 Q2	$15.5K	Hold	200	–	–	﹤0.01%	294
2023 Q1	$11.1K	Hold	200	–	–	﹤0.01%	299
2022 Q4	$8.31K	Hold	200	–	–	﹤0.01%	329
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	309
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	337
2022 Q1	$14K	Hold	200	–	–	﹤0.01%	346
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	350
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	326
2021 Q2	$21K	Hold	200	–	–	﹤0.01%	291
2021 Q1	$23K	Hold	200	–	–	﹤0.01%	282
2020 Q4	$17K	Hold	200	–	–	﹤0.01%	287
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	257
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	256
2020 Q1	$8K	Hold	200	–	–	﹤0.01%	259
2019 Q4	$12K	Hold	200	–	–	﹤0.01%	240
2019 Q3	$20K	Hold	200	–	–	﹤0.01%	232
2019 Q2	$14K	Hold	200	–	–	﹤0.01%	240
2019 Q1	$12K	Hold	200	–	–	﹤0.01%	246
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	255
2018 Q3	$13K	Hold	200	–	–	﹤0.01%	250
2018 Q2	$13K	Hold	200	–	–	﹤0.01%	253
2018 Q1	$8K	Buy	+200	New	+$8.31K	﹤0.01%	261
2015 Q4	–	Sell	-260	Closed	-$12K	–	428
2015 Q3	$12K	Buy	+260	New	+$14.2K	﹤0.01%	320

Other funds holding SHAK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

HAM

Hedges Asset Management Reno, Nevada $152M AUM

Atwood & Palmer's SHAK Position: Q2 2026 in Review

Atwood & Palmer held its Shake Shack (SHAK) position steady in Q2 2026 at 200 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Atwood & Palmer first reported a position in SHAK in Q3 2015 and has held it in 35 quarters since. The position peaked at $28.1K in Q2 2025. 59 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

Atwood & Palmer held 200 shares of Shake Shack worth $11.2K as of Q2 2026.
Atwood & Palmer left its Shake Shack share count unchanged in Q2 2026.
Shake Shack made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #369 holding.
Atwood & Palmer first reported a position in Shake Shack in Q3 2015 and has held it in 35 quarters since.
Atwood & Palmer's Shake Shack position peaked at $28.1K in Q2 2025.
59 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.