AI
CAKE icon

Atria Investments’s Cheesecake Factory CAKE Stock Holding History

Atria Investments’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
Q1 		$366K Sell
6,691
-1,980
-23% -$118K ﹤0.01% 1624
2025
Q4 		$438K Buy
8,671
+299
+4% +$15K 0.01% 1525
2025
Q3 		$457K Sell
8,372
-889
-10% -$54.4K 0.01% 1473
2025
Q2 		$580K Buy
9,261
+349
+4% +$18.6K 0.01% 1341
2025
Q1 		$434K Sell
8,912
-124
-1% -$6.35K 0.01% 1428
2024
Q4 		$429K Sell
9,036
-38
-0.4% -$1.75K 0.01% 1402
2024
Q3 		$368K Buy
9,074
+689
+8% +$26.2K ﹤0.01% 1498
2024
Q2 		$329K Buy
+8,385
New +$311K ﹤0.01% 1534
2020
Q1 		– Sell
-12,058
Closed -$469K – 637
2019
Q4 		$469K Buy
+12,058
New +$497K 0.01% 813
2019
Q3 		– Sell
-6,212
Closed -$237K – 877
2019
Q2 		$237K Buy
6,212
+840
+16% +$39.2K 0.01% 836
2019
Q1 		$263K Buy
5,372
+211
+4% +$9.7K 0.01% 749
2018
Q4 		$225K Sell
5,161
-101
-2% -$4.89K 0.01% 768
2018
Q3 		$282K Sell
5,262
-2,461
-32% -$133K 0.01% 792
2018
Q2 		$425K Sell
7,723
-346
-4% -$18.3K 0.02% 616
2018
Q1 		$389K Buy
8,069
+2,780
+53% +$134K 0.02% 591
2017
Q4 		$255K Buy
+5,289
New +$240K 0.01% 707

Other funds holding CAKE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return