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Oak Harvest Investment Services’s Shake Shack SHAK Stock Holding History

Oak Harvest Investment Services’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 		– Sell
-15,000
Closed -$1.33M – 195
2026
Q1 		$1.33M Buy
+15,000
New +$1.38M 0.14% 105

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

Oak Harvest Investment Services's SHAK Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of Shake Shack (SHAK) in Q2 2026, closing a stake of 15,000 shares — an estimated $1.33M sold.

Oak Harvest Investment Services first reported a position in SHAK in Q1 2026 and held it in 1 quarter. The position peaked at $1.33M in Q1 2026. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining Shake Shack position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 15,000 Shake Shack shares in Q2 2026, an estimated $1.33M.
  • Oak Harvest Investment Services first reported a position in Shake Shack in Q1 2026 and held it in 1 quarter.
  • Oak Harvest Investment Services's Shake Shack position peaked at $1.33M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.