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HFM Investment Advisors’s Shake Shack SHAK Stock Holding History

HFM Investment Advisors’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 		$57 Hold
1
– – ﹤0.01% 1264
2026
Q1 		$88 Buy
+1
New +$92 ﹤0.01% 1134
2025
Q4 		– Sell
-1
Closed -$94 – 1325
2025
Q3 		$94 Hold
1
– – ﹤0.01% 1167
2025
Q2 		$141 Buy
+1
New +$109 ﹤0.01% 1082

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 $3.38T AUM 44.17% 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
Van Berkom & Associates
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

HFM Investment Advisors's SHAK Position: Q2 2026 in Review

HFM Investment Advisors held its Shake Shack (SHAK) position steady in Q2 2026 at 1 share worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

HFM Investment Advisors first reported a position in SHAK in Q2 2025 and has held it in 4 quarters since. The position peaked at $141 in Q2 2025. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • HFM Investment Advisors held 1 share of Shake Shack worth $57 as of Q2 2026.
  • HFM Investment Advisors left its Shake Shack share count unchanged in Q2 2026.
  • Shake Shack made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1264 holding.
  • HFM Investment Advisors first reported a position in Shake Shack in Q2 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Shake Shack position peaked at $141 in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.