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Capital & Planning LLC’s Shake Shack SHAK Stock Holding History

Capital & Planning LLC’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 		$88 Buy
+1
New +$92 ﹤0.01% 171

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Capital & Planning LLC's SHAK Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Shake Shack (SHAK) in Q1 2026: 1 share worth $88. The stake represents ﹤0.01% of the portfolio and ranks #171 among its holdings.

371 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

  • Capital & Planning LLC held 1 share of Shake Shack worth $88 as of Q1 2026.
  • Shake Shack was a new Capital & Planning LLC position in Q1 2026.
  • Shake Shack made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #171 holding.
  • 371 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.