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Creative Planning SHAK Position History
Shake Shack Inc. • Consumer Cyclical
Quarters held
9
Latest value
$5
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $47K |
| Q3 2025 | $1.7M |
| Q4 2025 | $1.1M |
| Q1 2026 | $2.7M |
| Q2 2026 | $616 |
| Q2 2026 | $958K |
| Q3 2026 | $33K |
| Q3 2026 | $4.2M |
| Q3 2026 | $5 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5 | 100 | — | — |
| Q3 2026 | $4.2M | 71.5K | — | — |
| Q3 2026 | $33K | 555 | — | — |
| Q2 2026 | $958K | 17.1K | — | — |
| Q2 2026 | $616 | 11 | — | — |
| Q1 2026 | $2.7M | 30.7K | — | — |
| Q4 2025 | $1.1M | 13.7K | — | — |
| Q3 2025 | $1.7M | 18.1K | — | — |
| Q3 2025 | $47K | 507 | — | — |
Other funds holding SHAK
$596.6M
$377.3M
$376.2M
$375.1M
$323.6M
$319.6M
$206.7M