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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
HAM
Hedges Asset Management Reno, Nevada $152M AUM

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. 59 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.
  • 59 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.