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Keystone Financial Group (Kentucky)’s Shake Shack SHAK Stock Holding History

Keystone Financial Group (Kentucky)’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 		$306K Buy
5,456
+1,716
+46% +$129K 0.02% 438
2026
Q1 		$382K Buy
+3,740
New +$344K 0.03% 347

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

Keystone Financial Group (Kentucky)'s SHAK Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Shake Shack (SHAK) stake by 46% in Q2 2026, buying an estimated $129K and bringing the position to 5,456 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #438.

Keystone Financial Group (Kentucky) first reported a position in SHAK in Q1 2026 and has held it in 2 quarters since. The position peaked at $382K in Q1 2026. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 5,456 shares of Shake Shack worth $306K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 1,716 Shake Shack shares in Q2 2026, an estimated $129K.
  • Shake Shack made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #438 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Shake Shack in Q1 2026 and has held it in 2 quarters since.
  • Keystone Financial Group (Kentucky)'s Shake Shack position peaked at $382K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.