CX Institutional
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
Q3 		$3K Buy
30
+1
+3% +$99 ﹤0.01% 1496
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

CX Institutional's CAKE Position: Q3 2026 in Review

CX Institutional increased its Cheesecake Factory (CAKE) stake by 3.4% in Q3 2026, buying an estimated $99 and bringing the position to 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

CX Institutional first reported a position in CAKE in Q3 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold CAKE as of Q3 2026.

  • CX Institutional held 30 shares of Cheesecake Factory worth $3K as of Q3 2026.
  • CX Institutional bought 1 Cheesecake Factory share in Q3 2026, an estimated $99.
  • Cheesecake Factory made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1496 holding.
  • CX Institutional first reported a position in Cheesecake Factory in Q3 2025 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.