FIM
SHAK icon

FWL Investment Management’s Shake Shack SHAK Stock Holding History

FWL Investment Management’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 		$9.8K Hold
175
– – ﹤0.01% 307
2026
Q1 		$15.5K Sell
175
-50
-22% -$4.6K ﹤0.01% 235
2025
Q4 		$18.3K Hold
225
– – ﹤0.01% 225
2025
Q3 		$21.1K Hold
225
– – 0.01% 198
2025
Q2 		$31.6K Hold
225
– – 0.01% 179
2025
Q1 		$19.8K Hold
225
– – 0.01% 191
2024
Q4 		$29.2K Sell
225
-25
-10% -$3.06K 0.01% 177
2024
Q3 		$25.8K Hold
250
– – 0.01% 168
2024
Q2 		$22.5K Hold
250
– – 0.01% 149
2024
Q1 		$26K Buy
+250
New +$21.9K 0.01% 127

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

FWL Investment Management's SHAK Position: Q2 2026 in Review

FWL Investment Management held its Shake Shack (SHAK) position steady in Q2 2026 at 175 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

FWL Investment Management first reported a position in SHAK in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.6K in Q2 2025. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • FWL Investment Management held 175 shares of Shake Shack worth $9.8K as of Q2 2026.
  • FWL Investment Management left its Shake Shack share count unchanged in Q2 2026.
  • Shake Shack made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #307 holding.
  • FWL Investment Management first reported a position in Shake Shack in Q1 2024 and has held it in 10 quarters since.
  • FWL Investment Management's Shake Shack position peaked at $31.6K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.