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Concurrent Investment Advisors, LLC → SHAK
Concurrent Investment Advisors, LLC SHAK Position History
Shake Shack Inc. • Consumer Cyclical
Quarters held
8
Latest value
$599K
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $294K |
| Q4 2025 | $1.7M |
| Q1 2026 | $107K |
| Q1 2026 | $2.7M |
| Q2 2026 | $785K |
| Q2 2026 | $128K |
| Q3 2026 | $332K |
| Q3 2026 | $599K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $599K | 10.2K | — | — |
| Q3 2026 | $332K | 5.7K | — | — |
| Q2 2026 | $128K | 2.3K | — | — |
| Q2 2026 | $785K | 14.0K | — | — |
| Q1 2026 | $2.7M | 30.4K | — | — |
| Q1 2026 | $107K | 1.2K | — | — |
| Q4 2025 | $1.7M | 20.5K | — | — |
| Q3 2025 | $294K | 3.1K | — | — |
Other funds holding SHAK
$596.6M
$377.3M
$376.2M
$375.1M
$323.6M
$319.6M
$206.7M