Creative Planning’s Shake Shack SHAK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.71M | Buy |
30,659
+16,911
| +123% | +$1.56M | ﹤0.01% | 1667 |
|
|
2025
Q4 | $1.12M | Sell |
13,748
-4,906
| -26% | -$433K | ﹤0.01% | 2192 |
|
|
2025
Q3 | $1.75M | Buy |
18,654
+3,028
| +19% | +$348K | ﹤0.01% | 1646 |
|
|
2025
Q2 | $2.2M | Buy |
15,626
+1,986
| +15% | +$216K | ﹤0.01% | 1247 |
|
|
2025
Q1 | $1.2M | Buy |
13,640
+2,638
| +24% | +$286K | ﹤0.01% | 1566 |
|
|
2024
Q4 | $1.43M | Buy |
11,002
+1,239
| +13% | +$152K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $1.01M | Buy |
9,763
+3,817
| +64% | +$368K | ﹤0.01% | 1504 |
|
|
2024
Q2 | $535K | Buy |
5,946
+804
| +16% | +$78.5K | ﹤0.01% | 1886 |
|
|
2024
Q1 | $535K | Buy |
+5,142
| New | +$450K | ﹤0.01% | 1806 |
|
|
2017
Q4 | – | Sell |
-11,513
| Closed | -$383K | – | 1996 |
|
|
2017
Q3 | $383K | Sell |
11,513
-422
| -4% | -$13.8K | ﹤0.01% | 1181 |
|
|
2017
Q2 | $416K | Buy |
11,935
+650
| +6% | +$23.3K | ﹤0.01% | 1109 |
|
|
2017
Q1 | $377K | Buy |
11,285
+9,900
| +715% | +$342K | ﹤0.01% | 1135 |
|
|
2016
Q4 | $50K | Sell |
1,385
-950
| -41% | -$33.3K | ﹤0.01% | 2391 |
|
|
2016
Q3 | $81K | Sell |
2,335
-200
| -8% | -$7.41K | ﹤0.01% | 1984 |
|
|
2016
Q2 | $92K | Buy |
2,535
+208
| +9% | +$7.56K | ﹤0.01% | 1726 |
|
|
2016
Q1 | $87K | Buy |
2,327
+217
| +10% | +$7.81K | ﹤0.01% | 1716 |
|
|
2015
Q4 | $84K | Sell |
2,110
-348
| -14% | -$15.3K | ﹤0.01% | 1747 |
|
|
2015
Q3 | $117K | Buy |
+2,458
| New | +$134K | ﹤0.01% | 1507 |
|
|
2015
Q2 | – | Sell |
-635
| Closed | -$32K | – | 2684 |
|
|
2015
Q1 | $32K | Buy |
+635
| New | +$28.5K | ﹤0.01% | 2333 |
|
Other funds holding SHAK
VPM
VCM
1WCM
GGHC
ACM