Jones Financial Companies
SHAK icon

Jones Financial Companies’s Shake Shack SHAK Stock Holding History

Jones Financial Companies’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 		$746K Buy
9,176
+7,401
+417% +$681K ﹤0.01% 1845
2025
Q4 		$144K Sell
1,775
-1,250
-41% -$110K ﹤0.01% 2058
2025
Q3 		$280K Buy
3,025
+1,123
+59% +$129K ﹤0.01% 1648
2025
Q2 		$263K Buy
1,902
+426
+29% +$46.4K ﹤0.01% 1546
2025
Q1 		$130K Buy
1,476
+1,418
+2,445% +$154K ﹤0.01% 1662
2024
Q4 		$7.53K Buy
58
+10
+21% +$1.23K ﹤0.01% 2631
2024
Q3 		$5.03K Buy
+48
New +$4.62K ﹤0.01% 2442
2021
Q1 		– Sell
-10
Closed -$1K – 855
2020
Q4 		$1K Buy
+10
New +$776 ﹤0.01% 663

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

Jones Financial Companies's SHAK Position: Q1 2026 in Review

Jones Financial Companies increased its Shake Shack (SHAK) stake by 417% in Q1 2026, buying an estimated $681K and bringing the position to 9,176 shares worth $746K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Jones Financial Companies first reported a position in SHAK in Q4 2020 and has held it in 8 quarters since. 371 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

  • Jones Financial Companies held 9,176 shares of Shake Shack worth $746K as of Q1 2026.
  • Jones Financial Companies bought 7,401 Shake Shack shares in Q1 2026, an estimated $681K.
  • Shake Shack made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1845 holding.
  • Jones Financial Companies first reported a position in Shake Shack in Q4 2020 and has held it in 8 quarters since.
  • 371 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.