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Mount Yale Investment Advisors’s Shake Shack SHAK Stock Holding History

Mount Yale Investment Advisors’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
-2,320
Closed -$205K – 1511
2025
Q1 		$205K Buy
2,320
+106
+5% +$11.5K 0.02% 517
2024
Q4 		$287K Sell
2,214
-775
-26% -$94.9K 0.02% 454
2024
Q3 		$308K Buy
2,989
+20
+0.7% +$1.93K 0.03% 427
2024
Q2 		$267K Buy
+2,969
New +$290K 0.02% 462

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Mount Yale Investment Advisors's SHAK Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Shake Shack (SHAK) in Q2 2025, closing a stake of 2,320 shares — an estimated $205K sold.

Mount Yale Investment Advisors first reported a position in SHAK in Q2 2024 and held it in 4 quarters. The position peaked at $308K in Q3 2024. 385 funds tracked by Wall St. Rank hold SHAK as of Q2 2025.

  • Mount Yale Investment Advisors reported no remaining Shake Shack position as of Q2 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,320 Shake Shack shares in Q2 2025, an estimated $205K.
  • Mount Yale Investment Advisors first reported a position in Shake Shack in Q2 2024 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Shake Shack position peaked at $308K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Shake Shack as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.