Concurrent Investment Advisors
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Concurrent Investment Advisors’s Shake Shack SHAK Stock Holding History

Concurrent Investment Advisors’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
2025
Q3 		– Sell
-100
Closed -$14.1K – 1592
2025
Q2 		$14.1K Buy
+100
New +$10.9K ﹤0.01% 1388

Other funds holding SHAK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors's SHAK Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Shake Shack (SHAK) stake by 2.8% in Q3 2026, selling an estimated $28.7K and leaving 15,855 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #1196.

Concurrent Investment Advisors first reported a position in SHAK in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.8M in Q1 2026. 33 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Concurrent Investment Advisors held 15,855 shares of Shake Shack worth $930K as of Q3 2026.
  • Concurrent Investment Advisors sold 451 Shake Shack shares in Q3 2026, an estimated $28.7K.
  • Shake Shack made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1196 holding.
  • Concurrent Investment Advisors first reported a position in Shake Shack in Q1 2025 and has held it in 7 quarters since.
  • Concurrent Investment Advisors's Shake Shack position peaked at $2.8M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.