Covestor’s Shake Shack SHAK Stock Holding History

Covestor’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
2022 Q3	–	Sell	-1	Closed	-$4K	–	2528
2022 Q2	$4K	Hold	1	–	–	﹤0.01%	1488
2022 Q1	$7K	Buy	+1	New	+$69	﹤0.01%	1421

Other funds holding SHAK

BlackRock New York $5.72T 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Covestor's SHAK Position: Q1 2026 in Review

Covestor reduced its Shake Shack (SHAK) stake by 44% in Q1 2026, selling an estimated $3.96K and leaving 54 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Covestor first reported a position in SHAK in Q4 2021 and has held it in 18 quarters since. The position peaked at $196K in Q1 2022. 371 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

Covestor held 54 shares of Shake Shack worth $5K as of Q1 2026.
Covestor sold 43 Shake Shack shares in Q1 2026, an estimated $3.96K.
Shake Shack made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1824 holding.
Covestor first reported a position in Shake Shack in Q4 2021 and has held it in 18 quarters since.
Covestor's Shake Shack position peaked at $196K in Q1 2022.
371 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.