Creative Planning
SHAK icon

Creative Planning’s Shake Shack SHAK Stock Holding History

Creative Planning’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 		$958K Sell
17,107
-13,552
-44% -$1.02M ﹤0.01% 2670
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 – 2682
2015
Q1 		$32K Buy
+635
New +$28.5K ﹤0.01% 2333

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

Creative Planning's SHAK Position: Q2 2026 in Review

Creative Planning reduced its Shake Shack (SHAK) stake by 44% in Q2 2026, selling an estimated $1.02M and leaving 17,107 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Creative Planning first reported a position in SHAK in Q1 2015 and has held it in 20 quarters since. The position peaked at $2.71M in Q1 2026. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Creative Planning held 17,107 shares of Shake Shack worth $958K as of Q2 2026.
  • Creative Planning sold 13,552 Shake Shack shares in Q2 2026, an estimated $1.02M.
  • Shake Shack made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2670 holding.
  • Creative Planning first reported a position in Shake Shack in Q1 2015 and has held it in 20 quarters since.
  • Creative Planning's Shake Shack position peaked at $2.71M in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.