DBRC
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D.B. Root & Company’s Shake Shack SHAK Stock Holding History

D.B. Root & Company’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 		$386K Buy
6,884
+897
+15% +$67.6K 0.08% 148
2026
Q1 		$530K Sell
5,987
-154
-3% -$14.2K 0.13% 112
2025
Q4 		$498K Sell
6,141
-96
-2% -$8.46K 0.12% 106
2025
Q3 		$584K Buy
6,237
+71
+1% +$8.16K 0.15% 95
2025
Q2 		$867K Buy
6,166
+837
+16% +$91.2K 0.26% 71
2025
Q1 		$470K Buy
+5,329
New +$578K 0.15% 103

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

D.B. Root & Company's SHAK Position: Q2 2026 in Review

D.B. Root & Company increased its Shake Shack (SHAK) stake by 15% in Q2 2026, buying an estimated $67.6K and bringing the position to 6,884 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #148.

D.B. Root & Company first reported a position in SHAK in Q1 2025 and has held it in 6 quarters since. The position peaked at $867K in Q2 2025. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • D.B. Root & Company held 6,884 shares of Shake Shack worth $386K as of Q2 2026.
  • D.B. Root & Company bought 897 Shake Shack shares in Q2 2026, an estimated $67.6K.
  • Shake Shack made up 0.08% of D.B. Root & Company's portfolio in Q2 2026, its #148 holding.
  • D.B. Root & Company first reported a position in Shake Shack in Q1 2025 and has held it in 6 quarters since.
  • D.B. Root & Company's Shake Shack position peaked at $867K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.