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IFP Advisors’s Shake Shack SHAK Stock Holding History

IFP 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 		$51.8K Buy
924
+278
+43% +$20.9K ﹤0.01% 2373
2026
Q1 		$57.2K Buy
646
+22
+4% +$2.02K ﹤0.01% 2164
2025
Q4 		$50.6K Buy
624
+614
+6,140% +$54.1K ﹤0.01% 2180
2025
Q3 		$936 Buy
+10
New +$1.15K ﹤0.01% 3987
2025
Q2 		– Sell
-8
Closed -$871 – 2909
2025
Q1 		$705 Hold
8
– – ﹤0.01% 3395
2024
Q4 		$1.04K Buy
8
+2
+33% +$245 ﹤0.01% 3267
2024
Q3 		$619 Sell
6
-1,653
-100% -$159K ﹤0.01% 3125
2024
Q2 		$149K Buy
1,659
+1,653
+27,550% +$161K 0.01% 1186
2024
Q1 		$624 Hold
6
– – ﹤0.01% 2946
2023
Q4 		$445 Hold
6
– – ﹤0.01% 2885
2023
Q3 		$348 Buy
+6
New +$427 ﹤0.01% 3143
2022
Q1 		– Sell
-2
Closed -$1K – 4588
2021
Q4 		$1K Buy
+2
New +$152 ﹤0.01% 3108
2019
Q4 		– Sell
-1,490
Closed -$107K – 3091
2019
Q3 		$140K Buy
+1,490
New +$132K 0.01% 902
2018
Q4 		– Sell
-18
Closed -$1K – 3828
2018
Q3 		$1K Sell
18
-57
-76% -$3.46K ﹤0.01% 3716
2018
Q2 		$5K Sell
75
-125
-63% -$6.93K ﹤0.01% 3282
2018
Q1 		$9K Hold
200
– – ﹤0.01% 2858
2017
Q4 		$9K Sell
200
-1,853
-90% -$71.8K ﹤0.01% 2903
2017
Q3 		$68K Sell
2,053
-60
-3% -$1.96K ﹤0.01% 1807
2017
Q2 		$74K Buy
2,113
+50
+2% +$1.79K ﹤0.01% 1708
2017
Q1 		$69K Hold
2,063
– – ﹤0.01% 1733
2016
Q4 		$74K Hold
2,063
– – ﹤0.01% 1646
2016
Q3 		$72K Sell
2,063
-29
-1% -$1.07K ﹤0.01% 1583
2016
Q2 		$76K Buy
+2,092
New +$76K ﹤0.01% 1504
2016
Q1 		– Sell
-2,067
Closed -$82K – 3270
2015
Q4 		$82K Buy
+2,067
New +$90.7K 0.01% 1295

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

IFP Advisors's SHAK Position: Q2 2026 in Review

IFP Advisors increased its Shake Shack (SHAK) stake by 43% in Q2 2026, buying an estimated $20.9K and bringing the position to 924 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

IFP Advisors first reported a position in SHAK in Q4 2015 and has held it in 24 quarters since. The position peaked at $149K in Q2 2024. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • IFP Advisors held 924 shares of Shake Shack worth $51.8K as of Q2 2026.
  • IFP Advisors bought 278 Shake Shack shares in Q2 2026, an estimated $20.9K.
  • Shake Shack made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2373 holding.
  • IFP Advisors first reported a position in Shake Shack in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's Shake Shack position peaked at $149K in Q2 2024.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.