Kimelman & Baird’s Shake Shack SHAK Stock Holding History

Kimelman & Baird’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
2025 Q2	–	Sell	-500	Closed	-$44.1K	–	353
2025 Q1	$44.1K	Hold	500	–	–	﹤0.01%	197
2024 Q4	$64.9K	Hold	500	–	–	0.01%	171
2024 Q3	$51.6K	Hold	500	–	–	﹤0.01%	184
2024 Q2	$45K	Buy	+500	New	+$48.8K	﹤0.01%	193

Other funds holding SHAK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Kimelman & Baird's SHAK Position: Q2 2025 in Review

Kimelman & Baird sold out of Shake Shack (SHAK) in Q2 2025, closing a stake of 500 shares — an estimated $44.1K sold.

Kimelman & Baird first reported a position in SHAK in Q2 2024 and held it in 4 quarters. The position peaked at $64.9K in Q4 2024. 385 funds tracked by Wall St. Rank hold SHAK as of Q2 2025.

Kimelman & Baird reported no remaining Shake Shack position as of Q2 2025 after selling out during the quarter.
Kimelman & Baird sold 500 Shake Shack shares in Q2 2025, an estimated $44.1K.
Kimelman & Baird first reported a position in Shake Shack in Q2 2024 and held it in 4 quarters.
Kimelman & Baird's Shake Shack position peaked at $64.9K in Q4 2024.
385 funds tracked by Wall St. Rank held Shake Shack as of Q2 2025.

Based on Kimelman & Baird's 13F filing for Q2 2025, filed 12 Aug 2025.