Summit Financial, LLC

Position in SHAK — Shake Shack Inc.

CIK 1765536 PARSIPPANY, NJ

Position in SHAK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$867,413

-$443,977 QoQ

Shares Held

15,484

+4.5% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#150

of 338 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $19,570,509 across 9 Restaurants names. SHAK ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc	184,039	$6,257,326
2	MCD	Mcdonalds Corp	22,049	$5,960,065
3	SBUX	Starbucks Corp	25,340	$2,589,494
4	WEN	Wendy's Co	244,705	$2,028,604
5	SHAK	Shake Shack Inc. This page	15,484	$867,413
6	YUM	Yum Brands Inc	3,729	$596,117
7	DRI	Darden Restaurants Inc	2,616	$538,922
8	CAVA	Cava Group, Inc.	6,432	$504,783

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$867,413	15,484	+4.5%	Shares	Sole	2026-08-12
2026-03-31	$1,311,390	14,823	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$1,208,621	14,890	-1.1%	Shares	Sole	2026-02-13
2025-09-30	$1,410,047	15,063	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$2,104,360	14,967	+13.6%	Shares	Sole	2025-08-13
2025-03-31	$1,162,080	13,180	+0.7%	Shares	Sole	2025-05-14
2024-12-31	$1,698,173	13,083	+1.1%	Shares	Sole	2025-02-12
2024-09-30	$1,335,950	12,944	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$1,150,920	12,788	+8.3%	Shares	Sole	2024-07-31
2024-03-31	$1,228,802	11,812	-0.4%	Shares	Sole	2024-04-24
2023-12-31	$879,211	11,862	+9.4%	Shares	Sole	2024-02-06
2023-09-30	$629,362	10,838	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.