Principal Financial Group
SHAK icon

Principal Financial Group’s Shake Shack SHAK Stock Holding History

Principal Financial Group’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 		$11M Buy
197,188
+456
+0.2% +$34.3K 0.01% 1345
2026
Q1 		$17.4M Buy
196,732
+4,315
+2% +$397K 0.01% 1005
2025
Q4 		$15.6M Sell
192,417
-2,098
-1% -$185K 0.01% 1045
2025
Q3 		$18.2M Sell
194,515
-49,888
-20% -$5.73M 0.01% 921
2025
Q2 		$34.4M Buy
244,403
+44,694
+22% +$4.87M 0.02% 584
2025
Q1 		$17.6M Buy
199,709
+4,552
+2% +$494K 0.01% 912
2024
Q4 		$25.3M Buy
195,157
+5,928
+3% +$726K 0.01% 720
2024
Q3 		$19.5M Buy
189,229
+2,043
+1% +$197K 0.01% 856
2024
Q2 		$16.8M Sell
187,186
-69,943
-27% -$6.82M 0.01% 967
2024
Q1 		$26.7M Sell
257,129
-6,127
-2% -$536K 0.02% 740
2023
Q4 		$19.5M Buy
263,256
+62,897
+31% +$3.86M 0.01% 888
2023
Q3 		$11.6M Sell
200,359
-108,382
-35% -$7.7M 0.01% 1147
2023
Q2 		$24M Buy
308,741
+83,630
+37% +$5.37M 0.02% 737
2023
Q1 		$12.5M Sell
225,111
-4,795
-2% -$265K 0.01% 1136
2022
Q4 		$9.55M Sell
229,906
-1,430
-0.6% -$69.7K 0.01% 1259
2022
Q3 		$10.4M Sell
231,336
-14,336
-6% -$688K 0.01% 1166
2022
Q2 		$9.7M Sell
245,672
-19,308
-7% -$985K 0.01% 1274
2022
Q1 		$18M Sell
264,980
-1,813
-0.7% -$125K 0.01% 993
2021
Q4 		$19.3M Sell
266,793
-7,804
-3% -$593K 0.01% 980
2021
Q3 		$21.5M Buy
274,597
+17,078
+7% +$1.55M 0.01% 888
2021
Q2 		$27.6M Sell
257,519
-176,207
-41% -$17.8M 0.02% 719
2021
Q1 		$48.9M Buy
433,726
+179,621
+71% +$20.6M 0.03% 425
2020
Q4 		$21.5M Sell
254,105
-5,552
-2% -$431K 0.02% 721
2020
Q3 		$16.7M Sell
259,657
-8,440
-3% -$489K 0.01% 762
2020
Q2 		$14.2M Buy
268,097
+11,940
+5% +$604K 0.01% 837
2020
Q1 		$9.67M Sell
256,157
-9,019
-3% -$534K 0.01% 926
2019
Q4 		$15.8M Buy
265,176
+20,676
+8% +$1.49M 0.01% 980
2019
Q3 		$24M Buy
244,500
+34,872
+17% +$3.08M 0.02% 642
2019
Q2 		$15.1M Buy
209,628
+756
+0.4% +$46.7K 0.01% 985
2019
Q1 		$12.4M Sell
208,872
-965
-0.5% -$49.4K 0.01% 1112
2018
Q4 		$9.53M Sell
209,837
-1,331
-0.6% -$68.7K 0.01% 1206
2018
Q3 		$13.3M Buy
211,168
+60,392
+40% +$3.67M 0.01% 1147
2018
Q2 		$9.98M Buy
150,776
+5,493
+4% +$304K 0.01% 1310
2018
Q1 		$6.05M Buy
145,283
+8,066
+6% +$335K 0.01% 1500
2017
Q4 		$5.93M Buy
137,217
+66
+0% +$2.56K 0.01% 1507
2017
Q3 		$4.56M Sell
137,151
-3,904
-3% -$128K ﹤0.01% 1581
2017
Q2 		$4.92M Buy
141,055
+4,668
+3% +$167K ﹤0.01% 1556
2017
Q1 		$4.55M Buy
+136,387
New +$4.71M 0.01% 1562

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

Principal Financial Group's SHAK Position: Q2 2026 in Review

Principal Financial Group increased its Shake Shack (SHAK) stake by 0.23% in Q2 2026, buying an estimated $34.3K and bringing the position to 197,188 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1345.

Principal Financial Group first reported a position in SHAK in Q1 2017 and has held it in 38 quarters since. The position peaked at $48.9M in Q1 2021. 338 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • Principal Financial Group held 197,188 shares of Shake Shack worth $11M as of Q2 2026.
  • Principal Financial Group bought 456 Shake Shack shares in Q2 2026, an estimated $34.3K.
  • Shake Shack made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1345 holding.
  • Principal Financial Group first reported a position in Shake Shack in Q1 2017 and has held it in 38 quarters since.
  • Principal Financial Group's Shake Shack position peaked at $48.9M in Q1 2021.
  • 338 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.