SPL
CAKE icon

Superior Planning, LLC’s Cheesecake Factory CAKE Stock Holding History

Superior Planning, LLC’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.74K Buy
+64
New +$6.36K ﹤0.01% 1092

Other funds holding CAKE

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Superior Planning, LLC's CAKE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Cheesecake Factory (CAKE) in Q3 2026: 64 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings.

252 funds tracked by Wall St. Rank hold CAKE as of Q3 2026.

  • Superior Planning, LLC held 64 shares of Cheesecake Factory worth $6.74K as of Q3 2026.
  • Cheesecake Factory was a new Superior Planning, LLC position in Q3 2026.
  • Cheesecake Factory made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1092 holding.
  • 252 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.