Diversified Trust’s Shake Shack SHAK Stock Holding History

Diversified Trust’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 Q3	$482K	Buy	+8,208	New	+$523K	0.01%	707

Other funds holding SHAK

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Diversified Trust's SHAK Position: Q3 2026 in Review

Diversified Trust opened a new position in Shake Shack (SHAK) in Q3 2026: 8,208 shares worth $482K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings.

188 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

Diversified Trust held 8,208 shares of Shake Shack worth $482K as of Q3 2026.
Shake Shack was a new Diversified Trust position in Q3 2026.
Shake Shack made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #707 holding.
188 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.