Position in SHAK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$223,911
New position
Shares Held
3,997
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#227
of 339 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in SHAK
reported options exposure · as of Jun 30, 2026CallValue
$11,204
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $19,386,957 across 8 Restaurants names. SHAK ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
45,557 | $12,314,512 | |
| 2 | SBUX |
Starbucks Corp
|
26,574 | $2,715,597 | |
| 3 | YUM |
Yum Brands Inc
|
12,979 | $2,074,822 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
21,147 | $718,998 | |
| 5 | DRI |
Darden Restaurants Inc
|
3,303 | $680,451 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
1,907 | $368,489 | |
| 7 | YUMC |
Yum China Holdings, Inc.
|
7,100 | $290,177 | |
| 8 | SHAK |
Shake Shack Inc.
This page
|
3,997 | $223,911 |
All Filings in SHAK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,911 | 3,997 | Shares | Sole | 2026-08-19 | |
| 2026-06-30 | $11,204 | 200 | Call | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||