CIBC Private Wealth Group
CAKE icon

CIBC Private Wealth Group’s Cheesecake Factory CAKE Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$505 Buy
+10
New +$502 ﹤0.01% 3040
2025
Q2 		– Sell
-277
Closed -$12.3K – 3114
2025
Q1 		$12.3K Buy
277
+119
+75% +$6.09K ﹤0.01% 2169
2024
Q4 		$7.86K Buy
+158
New +$7.27K ﹤0.01% 2342
2024
Q3 		– Sell
-51
Closed -$1.94K – 3139
2024
Q2 		$1.94K Hold
51
– – ﹤0.01% 2764
2024
Q1 		$1.87K Buy
+51
New +$1.77K ﹤0.01% 2767
2018
Q3 		– Sell
-285
Closed -$16K – 1070
2018
Q2 		$16K Hold
285
– – ﹤0.01% 1458
2018
Q1 		$14K Buy
+285
New +$13.7K ﹤0.01% 1456

Other funds holding CAKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIBC Private Wealth Group's CAKE Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Cheesecake Factory (CAKE) in Q4 2025: 10 shares worth $505. The stake represents ﹤0.01% of the portfolio and ranks #3040 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in CAKE as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in CAKE in Q1 2018 and has held it in 7 quarters since. The position peaked at $16K in Q2 2018. 309 funds tracked by Wall St. Rank hold CAKE as of Q4 2025.

  • CIBC Private Wealth Group held 10 shares of Cheesecake Factory worth $505 as of Q4 2025.
  • Cheesecake Factory was a new CIBC Private Wealth Group position in Q4 2025.
  • Cheesecake Factory made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3040 holding.
  • CIBC Private Wealth Group first reported a position in Cheesecake Factory in Q1 2018 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's Cheesecake Factory position peaked at $16K in Q2 2018.
  • 309 funds tracked by Wall St. Rank held Cheesecake Factory as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.