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Rothschild Investment LLC’s Shake Shack SHAK Stock Holding History

Rothschild Investment LLC’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
Q1 		$22.9K Buy
259
+29
+13% +$2.67K ﹤0.01% 1362
2025
Q4 		$18.7K Buy
230
+65
+39% +$5.73K ﹤0.01% 1347
2025
Q3 		$15.4K Sell
165
-30
-15% -$3.45K ﹤0.01% 1309
2025
Q2 		$27.4K Buy
195
+80
+70% +$8.71K ﹤0.01% 947
2025
Q1 		$10.1K Sell
115
-25
-18% -$2.71K ﹤0.01% 1170
2024
Q4 		$18.2K Hold
140
– – ﹤0.01% 1022
2024
Q3 		$14.4K Buy
140
+20
+17% +$1.93K ﹤0.01% 1071
2024
Q2 		$10.8K Buy
120
+15
+14% +$1.46K ﹤0.01% 1089
2024
Q1 		$10.9K Buy
105
+5
+5% +$438 ﹤0.01% 1040
2023
Q4 		$7.41K Buy
+100
New +$6.13K ﹤0.01% 1031

Other funds holding SHAK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Rothschild Investment LLC's SHAK Position: Q1 2026 in Review

Rothschild Investment LLC increased its Shake Shack (SHAK) stake by 13% in Q1 2026, buying an estimated $2.67K and bringing the position to 259 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Rothschild Investment LLC first reported a position in SHAK in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.4K in Q2 2025. 370 funds tracked by Wall St. Rank hold SHAK as of Q1 2026.

  • Rothschild Investment LLC held 259 shares of Shake Shack worth $22.9K as of Q1 2026.
  • Rothschild Investment LLC bought 29 Shake Shack shares in Q1 2026, an estimated $2.67K.
  • Shake Shack made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1362 holding.
  • Rothschild Investment LLC first reported a position in Shake Shack in Q4 2023 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Shake Shack position peaked at $27.4K in Q2 2025.
  • 370 funds tracked by Wall St. Rank held Shake Shack as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.