Bridges Investment Management’s Cheesecake Factory CAKE Stock Holding History

Bridges Investment Management’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	$441K	Hold	5,543	–	–	0.01%	322
2026 Q1	$303K	Sell	5,543 -1,842	-25%	-$110K	﹤0.01%	341
2025 Q4	$373K	Sell	7,385 -292	-4%	-$14.6K	﹤0.01%	323
2025 Q3	$419K	Hold	7,677	–	–	0.01%	316
2025 Q2	$481K	Hold	7,677	–	–	0.01%	293
2025 Q1	$374K	Buy	7,677 +292	+4%	+$15K	0.01%	308
2024 Q4	$350K	Hold	7,385	–	–	﹤0.01%	325
2024 Q3	$299K	Hold	7,385	–	–	﹤0.01%	349
2024 Q2	$290K	Buy	+7,385	New	+$274K	﹤0.01%	346
2019 Q4	–	Sell	-38,160	Closed	-$1.59M	–	290
2019 Q3	$1.59M	Hold	38,160	–	–	0.06%	149
2019 Q2	$1.67M	Hold	38,160	–	–	0.06%	139
2019 Q1	$1.87M	Buy	38,160 +6,950	+22%	+$320K	0.08%	132
2018 Q4	$1.36M	Buy	+31,210	New	+$1.51M	0.06%	150

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

Bridges Investment Management's CAKE Position: Q2 2026 in Review

Bridges Investment Management held its Cheesecake Factory (CAKE) position steady in Q2 2026 at 5,543 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #322.

Bridges Investment Management first reported a position in CAKE in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.87M in Q1 2019. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Bridges Investment Management held 5,543 shares of Cheesecake Factory worth $441K as of Q2 2026.
Bridges Investment Management left its Cheesecake Factory share count unchanged in Q2 2026.
Cheesecake Factory made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #322 holding.
Bridges Investment Management first reported a position in Cheesecake Factory in Q4 2018 and has held it in 13 quarters since.
Bridges Investment Management's Cheesecake Factory position peaked at $1.87M in Q1 2019.
343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

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