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Meriwether Wealth & Planning’s Shake Shack SHAK Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$17.6K Buy
+300
New +$19.1K 0.01% 355

Other funds holding SHAK

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Meriwether Wealth & Planning's SHAK Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Shake Shack (SHAK) in Q3 2026: 300 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #355 among its holdings.

18 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Meriwether Wealth & Planning held 300 shares of Shake Shack worth $17.6K as of Q3 2026.
  • Shake Shack was a new Meriwether Wealth & Planning position in Q3 2026.
  • Shake Shack made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #355 holding.
  • 18 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.