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BIA
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
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
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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