Kovitz Investment Group Partners’s Shake Shack SHAK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,549
Closed -$218K 1475
2025
Q2
$218K Buy
+1,549
New +$169K ﹤0.01% 1253

Other funds holding SHAK

Kovitz Investment Group Partners's SHAK Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Shake Shack (SHAK) in Q3 2025, closing a stake of 1,549 shares — an estimated $218K sold.

Kovitz Investment Group Partners first reported a position in SHAK in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 354 funds tracked by Wall St. Rank hold SHAK as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Shake Shack position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,549 Shake Shack shares in Q3 2025, an estimated $218K.
  • Kovitz Investment Group Partners first reported a position in Shake Shack in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Shake Shack position peaked at $218K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held Shake Shack as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.