Pinnacle Wealth Planning Services
SHAK icon

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
Q3 		$38.9K Sell
663
-432
-39% -$27.5K ﹤0.01% 1431
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's SHAK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Shake Shack (SHAK) stake by 39% in Q3 2026, selling an estimated $27.5K and leaving 663 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Pinnacle Wealth Planning Services first reported a position in SHAK in Q4 2020 and has held it in 5 quarters since. The position peaked at $61.3K in Q2 2026. 278 funds tracked by Wall St. Rank hold SHAK as of Q3 2026.

  • Pinnacle Wealth Planning Services held 663 shares of Shake Shack worth $38.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 432 Shake Shack shares in Q3 2026, an estimated $27.5K.
  • Shake Shack made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1431 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shake Shack in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Shake Shack position peaked at $61.3K in Q2 2026.
  • 278 funds tracked by Wall St. Rank held Shake Shack as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.