STOCK TITAN

Wellington-related entities hold 1.72M SHAK shares (SHAK)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Shake Shack Inc. files an Amendment No. 2 to Schedule 13G/A reporting that Wellington Management-related entities beneficially own 1,718,844 shares of Common Stock, representing 4.27% of the class as shown on the cover pages (reporting date 03/31/2026). The filing lists related entities and shows shared voting power of 1,393,959 and shared dispositive power of 1,718,844. The securities are held of record by clients of Wellington Investment Advisers and the filing notes no single client is known to hold more than 5% of the class.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports a passive, sub-5% stake across affiliated entities.

The filing shows Wellington Management Group LLP and affiliated entities hold 1,718,844 shares (4.27%) as of 03/31/2026, with shared voting and dispositive power disclosed on the cover pages.

These holdings are recorded as client-owned through the Wellington investment advisers; cash-flow treatment and plans for disposition are not included in the excerpt. Subsequent filings would disclose any changes to this passive ownership position.

Beneficial ownership 1,718,844 shares reported beneficial ownership on cover pages as of 03/31/2026
Percent of class 4.27% percent of class reported in Item 4(b)
Shared voting power 1,393,959 shares shared voting power reported on cover pages
Shared dispositive power 1,718,844 shares shared dispositive power reported on cover pages
Form type Schedule 13G/A (Amendment No. 2) cover identifies this as an amendment to Schedule 13G/A
Reporting entities Wellington Management Group LLP and affiliates Item 2 lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP
beneficially own regulatory
"The securities as to which this Schedule is filed are owned of record by clients"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared dispositive power regulatory
"Shared Dispositive Power 1,718,844.00"
Schedule 13G/A regulatory
"Amendment No. 2 to Schedule 13G/A reporting ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
investment adviser financial
"owned of record by clients of the Wellington Investment Advisers"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.





819047101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026

FAQ

What stake does Wellington Management report in Shake Shack (SHAK)?

Wellington Management-related entities report beneficial ownership of 1,718,844 shares, equal to 4.27% of common stock as shown on the cover pages with reporting date 03/31/2026. The shares are held of record by clients of Wellington advisers.

Does Wellington Management have sole voting or dispositive power over SHAK shares?

No sole powers are reported. The filing shows 0 sole voting and 0 sole dispositive power; instead it discloses 1,393,959 shared voting power and 1,718,844 shared dispositive power across the Wellington entities.

Are these SHAK holdings held directly by Wellington or by client accounts?

The Schedule states the securities are owned of record by clients of Wellington Investment Advisers and therefore held in client accounts; Wellington reports beneficial ownership through its adviser and holding-company structure rather than direct company ownership.

Does any single client of Wellington hold more than 5% of Shake Shack stock?

The filing states no client is known to have the right to receive dividends or proceeds for more than 5% of the class, and the Schedule indicates the aggregate reported stake across the Wellington entities is 4.27%.