SCHEDULE: Wellington Management Discloses 4.9% Shake Shack Stake
Beneficial Ownership Report
Wellington Management Group and its affiliates reported a 4.9% beneficial ownership stake in Shake Shack Inc. common stock as of June 30, 2025.
Summary
- Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively reported beneficial ownership of 1,952,613 shares of Shake Shack Inc. Common Stock.
- This represents 4.9% of Shake Shack Inc.'s outstanding common stock.
- The filing is an Amendment No. 1 to a previously filed Schedule 13G.
- The reporting entities have shared voting power over 1,475,499 shares and shared dispositive power over 1,952,613 shares.
- The shares are owned of record by clients of investment advisers directly or indirectly owned by Wellington Management Group LLP, with no single client known to hold more than five percent of the class.
- The filing was made pursuant to Rule 13d-1(b), indicating the reporting persons are institutional investors or parent holding companies holding shares in the ordinary course of business, not for control purposes.
Sentiment
Score: 5
Explanation: The filing is a standard beneficial ownership disclosure (Schedule 13G) and does not contain information that would inherently indicate positive or negative sentiment regarding the issuer's performance or prospects. It is a neutral, informational filing.
Future Outlook
NA
Industry Context
This filing is a routine disclosure of an institutional investor's passive ownership stake in a publicly traded company within the restaurant industry. It does not provide insights into Shake Shack's operational performance or broader industry trends.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's passive ownership stake, confirming their position is below the 5% threshold for active reporting.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which requires filing of this statement (reporting period end date) |
| 08/12/2025 | Filing date of the Schedule 13G Amendment No. 1 |
Keywords
Shake Shack, Wellington Management, Beneficial Ownership, SEC Filing, Schedule 13G, Common Stock, Institutional Investor, SHAK
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