Steward Partners Investment Advisory, LLC

Position in SHAK — Shake Shack Inc.

CIK 1723397 STAMFORD, CT

Position in SHAK

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$848,161

+$343,446 QoQ

Shares Held

9,587

+54.2% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $132,753,775 across 25 Restaurants names. SHAK ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	283,542	$88,122,018
2	DRI	Darden Restaurants Inc	90,619	$17,764,948
3	SBUX	Starbucks Corp	144,887	$12,980,426
4	CMG	Chipotle Mexican Grill Inc	165,893	$5,310,234
5	YUM	Yum Brands Inc	22,523	$3,501,876
6	DPZ	Dominos Pizza Inc	4,596	$1,648,998
7	BROS	Dutch Bros Inc.	23,975	$1,214,573
8	SHAK	Shake Shack Inc. This page	9,587	$848,161

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$848,161	9,587	+54.2%	Shares	Sole	2026-05-08
2025-12-31	$504,715	6,218	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$580,007	6,196	+181.8%	Shares	Sole	2025-11-12
2025-06-30	$309,179	2,199	+63.5%	Shares	Sole	2025-08-12
2025-03-31	$118,588	1,345	-23.6%	Shares	Sole	2025-05-13
2024-12-31	$228,577	1,761	-2.1%	Shares	Sole	2025-02-06
2024-09-30	$185,571	1,798	-71.8%	Shares	Sole	2024-11-14
2024-06-30	$572,850	6,365	-8.2%	Shares	Sole	2024-08-08
2024-03-31	$721,031	6,931	+519.4%	Shares	Sole	2024-05-15
2023-12-31	$82,940	1,119	+420.5%	Shares	Sole	2024-02-12
2023-09-30	$12,485	215	0.0%	Shares	Sole	2023-11-13
2023-06-30	$16,709	215	0.0%	Shares	Sole	2023-08-14
2023-03-31	$11,930	215	+13.2%	Shares	Sole	2023-05-15
2022-12-31	$7,890	190	0.0%	Shares	Sole	2023-02-15
2022-09-30	$8,546	190	0.0%	Shares	Sole	2022-11-10
2022-06-30	$7,501	190	+280.0%	Shares	Sole	2022-08-04
2022-03-31	$3,395	50	0.0%	Shares	Sole	2022-05-02
2021-12-31	$3,608	50	0.0%	Shares	Sole	2022-02-08
2021-09-30	$3,923	50	0.0%	Shares	Sole	2021-11-12
2021-06-30	$5,351	50	-33.3%	Shares	Sole	2021-08-13
2021-03-31	$8,457	75	+15.4%	Shares	Sole	2021-05-17
2020-12-31	$5,510	65	-79.4%	Shares	Sole	2021-02-11
2020-09-30	$20,311	315	-14.9%	Shares	Sole	2020-10-30
2020-06-30	$19,602	370	+37.0%	Shares	Sole	2020-08-06
2020-03-31	$10,189	270	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.