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Capital Advisors Ltd’s Shake Shack SHAK Stock Holding History

Capital Advisors Ltd’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
Q1 		$2K Hold
19
– – ﹤0.01% 1119
2025
Q4 		$2K Sell
19
-5
-21% -$441 ﹤0.01% 1101
2025
Q3 		$2K Hold
24
– – ﹤0.01% 1092
2025
Q2 		$3K Buy
24
+5
+26% +$545 ﹤0.01% 1016
2025
Q1 		$2K Hold
19
– – ﹤0.01% 1089
2024
Q4 		$2K Hold
19
– – ﹤0.01% 1111
2024
Q3 		$2K Hold
19
– – ﹤0.01% 1103
2024
Q2 		$2K Hold
19
– – ﹤0.01% 1083
2024
Q1 		$2K Hold
19
– – ﹤0.01% 1075
2023
Q4 		$1K Hold
19
– – ﹤0.01% 1219
2023
Q3 		$1K Hold
19
– – ﹤0.01% 1211
2023
Q2 		$1K Hold
19
– – ﹤0.01% 1216
2023
Q1 		$1K Hold
19
– – ﹤0.01% 1109
2022
Q4 		$1K Buy
+19
New +$926 ﹤0.01% 1084

Other funds holding SHAK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return