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Pinnacle Wealth Planning Services’s Shake Shack SHAK Stock Holding History

Pinnacle Wealth Planning 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 		$61.3K Buy
1,095
+407
+59% +$30.7K 0.01% 1136
2026
Q1 		$60.9K Buy
688
+188
+38% +$17.3K 0.01% 1089
2025
Q4 		$40.6K Buy
+500
New +$44.1K ﹤0.01% 1349
2021
Q1 		– Sell
-39
Closed -$3K – 1666
2020
Q4 		$3K Buy
+39
New +$3.03K ﹤0.01% 1856

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

Pinnacle Wealth Planning Services's SHAK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Shake Shack (SHAK) stake by 59% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,095 shares worth $61.3K. The position accounts for 0.01% of the portfolio, ranked #1136.

Pinnacle Wealth Planning Services first reported a position in SHAK in Q4 2020 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,095 shares of Shake Shack worth $61.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 407 Shake Shack shares in Q2 2026, an estimated $30.7K.
  • Shake Shack made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1136 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shake Shack in Q4 2020 and has held it in 4 quarters since.
  • 340 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.