Cetera Investment Advisers
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Cetera Investment Advisers’s Shake Shack SHAK Stock Holding History

Cetera Investment Advisers’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 		$344K Buy
6,143
+313
+5% +$23.6K ﹤0.01% 4034
2026
Q1 		$516K Buy
5,830
+2,418
+71% +$222K ﹤0.01% 3487
2025
Q4 		$277K Buy
3,412
+417
+14% +$36.8K ﹤0.01% 3970
2025
Q3 		$280K Buy
2,995
+8
+0.3% +$919 ﹤0.01% 3884
2025
Q2 		$420K Sell
2,987
-1,832
-38% -$200K ﹤0.01% 3103
2025
Q1 		$425K Buy
4,819
+2,859
+146% +$310K ﹤0.01% 2975
2024
Q4 		$254K Buy
+1,960
New +$240K ﹤0.01% 3238
2024
Q2 		– Sell
-2,863
Closed -$298K – 3836
2024
Q1 		$298K Buy
+2,863
New +$251K ﹤0.01% 3044

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's SHAK Position: Q2 2026 in Review

Cetera Investment Advisers increased its Shake Shack (SHAK) stake by 5.4% in Q2 2026, buying an estimated $23.6K and bringing the position to 6,143 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #4034.

Cetera Investment Advisers first reported a position in SHAK in Q1 2024 and has held it in 8 quarters since. The position peaked at $516K in Q1 2026. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Cetera Investment Advisers held 6,143 shares of Shake Shack worth $344K as of Q2 2026.
  • Cetera Investment Advisers bought 313 Shake Shack shares in Q2 2026, an estimated $23.6K.
  • Shake Shack made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4034 holding.
  • Cetera Investment Advisers first reported a position in Shake Shack in Q1 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Shake Shack position peaked at $516K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.