Bell Investment Advisors’s Cheesecake Factory CAKE Stock Holding History

Bell Investment Advisors’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 Q2	$4.69K	Hold	59	–	–	﹤0.01%	1007
2026 Q1	$3.23K	Hold	59	–	–	﹤0.01%	1135
2025 Q4	$2.98K	Hold	59	–	–	﹤0.01%	1200
2025 Q3	$3.22K	Hold	59	–	–	﹤0.01%	1125
2025 Q2	$3.7K	Hold	59	–	–	﹤0.01%	1124
2025 Q1	$2.87K	Hold	59	–	–	﹤0.01%	1163
2024 Q4	$2.8K	Hold	59	–	–	﹤0.01%	1199
2024 Q3	$2.39K	Hold	59	–	–	﹤0.01%	1274
2024 Q2	$2.32K	Hold	59	–	–	﹤0.01%	1291
2024 Q1	$2.13K	Hold	59	–	–	﹤0.01%	1334
2023 Q4	$2.07K	Hold	59	–	–	﹤0.01%	1314
2023 Q3	$1.79K	Hold	59	–	–	﹤0.01%	1326
2023 Q2	$2.04K	Hold	59	–	–	﹤0.01%	1288
2023 Q1	$2.07K	Hold	59	–	–	﹤0.01%	1249
2022 Q4	$1.87K	Hold	59	–	–	﹤0.01%	1327
2022 Q3	$2K	Hold	59	–	–	﹤0.01%	1059
2022 Q2	$2K	Buy	+59	New	+$1.96K	﹤0.01%	1109
2021 Q4	$3K	Buy	79 +10	+14%	+$421	﹤0.01%	954
2021 Q3	$3K	Buy	+69	New	+$3.24K	﹤0.01%	887

Other funds holding CAKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bell Investment Advisors's CAKE Position: Q2 2026 in Review

Bell Investment Advisors held its Cheesecake Factory (CAKE) position steady in Q2 2026 at 59 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Bell Investment Advisors first reported a position in CAKE in Q3 2021 and has held it in 19 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Bell Investment Advisors held 59 shares of Cheesecake Factory worth $4.69K as of Q2 2026.
Bell Investment Advisors left its Cheesecake Factory share count unchanged in Q2 2026.
Cheesecake Factory made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1007 holding.
Bell Investment Advisors first reported a position in Cheesecake Factory in Q3 2021 and has held it in 19 quarters since.
343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.