Position in SHAK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,392,021
+$19,287,715 QoQ
Shares Held
1,078,044
+132.0% QoQ
Ownership
2.52%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 339 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SHAK Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $9,506,317,555 across 43 Restaurants names. SHAK ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
15,027,364 | $4,062,046,753 | |
| 2 | SBUX |
Starbucks Corp
|
19,928,895 | $2,036,533,771 | |
| 3 | YUM |
Yum Brands Inc
|
4,397,381 | $702,965,319 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
19,771,645 | $672,235,930 | |
| 5 | DRI |
Darden Restaurants Inc
|
1,880,762 | $387,455,772 | |
| 6 | QSR |
Restaurant Brands International Inc.
|
4,844,426 | $351,269,326 | |
| 7 | DPZ |
Dominos Pizza Inc
|
960,302 | $284,287,795 | |
| 8 | CAVA |
Cava Group, Inc.
|
2,127,156 | $166,939,197 |
All Filings in SHAK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,392,021 | 1,078,044 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $41,104,306 | 464,613 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $106,588,625 | 1,313,153 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $129,809,450 | 1,386,705 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $155,476,460 | 1,105,807 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $64,774,790 | 734,658 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $96,503,181 | 743,476 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $55,261,726 | 535,430 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $42,003,450 | 466,705 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $45,345,010 | 435,884 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $35,775,127 | 482,665 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $26,769,744 | 460,991 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $36,043,813 | 463,765 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,540,036 | 676,519 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,477,981 | 420,852 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,559,674 | 479,317 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,891,296 | 655,808 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $42,620,081 | 627,689 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $26,916,831 | 373,016 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,732,847 | 506,409 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $43,309,171 | 404,683 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $35,920,963 | 318,533 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $43,865,254 | 517,401 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $28,849,897 | 447,424 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $42,835,334 | 808,519 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $18,646,426 | 494,076 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||