CI
CAKE icon

CX Institutional’s Cheesecake Factory CAKE Stock Holding History

CX Institutional’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 		$2K Hold
29
– – ﹤0.01% 1450
2026
Q1 		$2K Hold
29
– – ﹤0.01% 1441
2025
Q4 		$1K Hold
29
– – ﹤0.01% 1427
2025
Q3 		$2K Buy
+29
New +$1.78K ﹤0.01% 1302

Other funds holding CAKE

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CX Institutional's CAKE Position: Q2 2026 in Review

CX Institutional held its Cheesecake Factory (CAKE) position steady in Q2 2026 at 29 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

CX Institutional first reported a position in CAKE in Q3 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • CX Institutional held 29 shares of Cheesecake Factory worth $2K as of Q2 2026.
  • CX Institutional left its Cheesecake Factory share count unchanged in Q2 2026.
  • Cheesecake Factory made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1450 holding.
  • CX Institutional first reported a position in Cheesecake Factory in Q3 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.