CI Investments Inc
SHAK icon

CI Investments Inc’s Shake Shack SHAK Stock Holding History

CI Investments Inc’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 		$8.5M Buy
151,755
+35,000
+30% +$2.64M 0.03% 280
2026
Q1 		$10.3M Buy
116,755
+599
+0.5% +$55.1K 0.05% 215
2025
Q4 		$9.43M Buy
116,156
+25,095
+28% +$2.21M 0.04% 226
2025
Q3 		$8.52M Buy
91,061
+23,133
+34% +$2.66M 0.03% 239
2025
Q2 		$9.55M Hold
67,928
– – 0.04% 225
2025
Q1 		$5.99M Buy
67,928
+17,039
+33% +$1.85M 0.03% 283
2024
Q4 		$6.61M Hold
50,889
– – 0.02% 278
2024
Q3 		$5.25M Hold
50,889
– – 0.02% 294
2024
Q2 		$4.58M Buy
+50,889
New +$4.97M 0.02% 284

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

CI Investments Inc's SHAK Position: Q2 2026 in Review

CI Investments Inc increased its Shake Shack (SHAK) stake by 30% in Q2 2026, buying an estimated $2.64M and bringing the position to 151,755 shares worth $8.5M. The position accounts for 0.03% of the portfolio, ranked #280.

CI Investments Inc first reported a position in SHAK in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q1 2026. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • CI Investments Inc held 151,755 shares of Shake Shack worth $8.5M as of Q2 2026.
  • CI Investments Inc bought 35,000 Shake Shack shares in Q2 2026, an estimated $2.64M.
  • Shake Shack made up 0.03% of CI Investments Inc's portfolio in Q2 2026, its #280 holding.
  • CI Investments Inc first reported a position in Shake Shack in Q2 2024 and has held it in 9 quarters since.
  • CI Investments Inc's Shake Shack position peaked at $10.3M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.