Position in SHAK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,656,580
-$1,680,484 QoQ
Shares Held
47,422
-3.3% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#83
of 339 holders
Holding Since
Mar 2021
22 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, 2026Larson Financial Group LLC holds $12,985,546 across 30 Restaurants names. SHAK ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
43,724 | $4,468,155 | |
| 2 | SHAK |
Shake Shack Inc.
This page
|
47,422 | $2,656,580 | |
| 3 | MCD |
Mcdonalds Corp
|
7,513 | $2,030,839 | |
| 4 | YUM |
Yum Brands Inc
|
6,969 | $1,114,064 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
29,000 | $986,000 | |
| 6 | DPZ |
Dominos Pizza Inc
|
2,887 | $854,667 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
6,260 | $255,846 | |
| 8 | DRI |
Darden Restaurants Inc
|
655 | $134,936 |
All Filings in SHAK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,656,580 | 47,422 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,337,064 | 49,023 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,745,427 | 46,143 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,428,408 | 47,307 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,552,663 | 46,605 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,742,199 | 42,443 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,271,178 | 40,610 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,010,637 | 38,859 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,415,140 | 37,946 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,857,432 | 37,080 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,829,827 | 38,179 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,268,620 | 39,067 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,027,427 | 38,953 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,007,128 | 36,171 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,363 | 81 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,643 | 81 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,197 | 81 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,499 | 81 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,844 | 81 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,355 | 81 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $8,668 | 81 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,134 | 81 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||