Steward Partners Investment Advisory, LLC
Position in SHAK — Shake Shack Inc.
CIK 1723397
STAMFORD, CT
Position in SHAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,558,196
+$710,035 QoQ
Shares Held
27,815
+190.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 338 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHAK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $93,959,072 across 23 Restaurants names. SHAK ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
162,541 | $43,936,457 | |
| 2 | DRI |
Darden Restaurants Inc
|
91,590 | $18,868,455 | |
| 3 | SBUX |
Starbucks Corp
|
138,965 | $14,200,833 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
180,178 | $6,126,052 | |
| 5 | YUM |
Yum Brands Inc
|
25,023 | $4,000,176 | |
| 6 | BROS |
Dutch Bros Inc.
|
32,316 | $2,320,611 | |
| 7 | SHAK |
Shake Shack Inc.
This page
|
27,815 | $1,558,196 | |
| 8 | DPZ |
Dominos Pizza Inc
|
5,029 | $1,488,785 |
All Filings in SHAK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,196 | 27,815 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $848,161 | 9,587 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $504,715 | 6,218 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $580,007 | 6,196 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $309,179 | 2,199 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $118,588 | 1,345 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $228,577 | 1,761 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $185,571 | 1,798 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $572,850 | 6,365 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $721,031 | 6,931 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $82,940 | 1,119 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $12,485 | 215 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,709 | 215 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,930 | 215 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,890 | 190 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,546 | 190 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,501 | 190 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,395 | 50 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,608 | 50 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,923 | 50 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,351 | 50 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,457 | 75 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,510 | 65 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,311 | 315 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $19,602 | 370 | 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. | ||||||