Position in SHAK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,337,064
+$591,637 QoQ
Shares Held
49,023
+6.2% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SHAK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Larson Financial Group LLC holds $13,428,778 across 29 Restaurants names. SHAK ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHAK |
Shake Shack Inc.
This page
|
49,023 | $4,337,064 | |
| 2 | SBUX |
Starbucks Corp
|
39,115 | $3,504,312 | |
| 3 | MCD |
Mcdonalds Corp
|
9,139 | $2,840,309 | |
| 4 | YUM |
Yum Brands Inc
|
6,303 | $979,990 | |
| 5 | DPZ |
Dominos Pizza Inc
|
1,357 | $486,878 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
12,487 | $399,708 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,118 | $349,766 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,108 | $200,388 |
All Filings in SHAK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||