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
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 $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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
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
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

D.B. Root & Company's SHAK Position: Q1 2026 in Review

D.B. Root & Company reduced its Shake Shack (SHAK) stake by 2.5% in Q1 2026, selling an estimated $14.2K and leaving 5,987 shares worth $530K. The position accounts for 0.13% of the portfolio, ranked #112.

D.B. Root & Company first reported a position in SHAK in Q1 2025 and has held it in 5 quarters since. The position peaked at $867K in Q2 2025. 370 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

  • D.B. Root & Company held 5,987 shares of Shake Shack worth $530K as of Q1 2026.
  • D.B. Root & Company sold 154 Shake Shack shares in Q1 2026, an estimated $14.2K.
  • Shake Shack made up 0.13% of D.B. Root & Company's portfolio in Q1 2026, its #112 holding.
  • D.B. Root & Company first reported a position in Shake Shack in Q1 2025 and has held it in 5 quarters since.
  • D.B. Root & Company's Shake Shack position peaked at $867K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.