Rothwell Investment Advisors, LLC’s Cheesecake Factory CAKE Stock Holding History

Rothwell Investment Advisors, 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	$25.9K	Buy	+246	New	+$24.4K	0.01%	574

Other funds holding CAKE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CAKE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Cheesecake Factory (CAKE) in Q3 2026: 246 shares worth $25.9K. The stake represents 0.01% of the portfolio and ranks #574 among its holdings.

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

Rothwell Investment Advisors, LLC held 246 shares of Cheesecake Factory worth $25.9K as of Q3 2026.
Cheesecake Factory was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Cheesecake Factory made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #574 holding.
169 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.