DiNuzzo Private Wealth’s Cheesecake Factory CAKE Stock Holding History

DiNuzzo Private Wealth’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	$637	Buy	8 +3	+60%	+$194	﹤0.01%	1036
2026 Q1	$274	Buy	5 +2	+67%	+$119	﹤0.01%	1199
2025 Q4	$152	Sell	3 -2	-40%	-$100	﹤0.01%	1289
2025 Q3	$308	Buy	5 +4	+400%	+$245	﹤0.01%	1200
2025 Q2	$63	Buy	+1	New	+$53	﹤0.01%	1317
2024 Q3	–	Sell	-1	Closed	-$40	–	1439
2024 Q2	$40	Buy	+1	New	+$37	﹤0.01%	1383
2024 Q1	–	Sell	-1	Closed	-$36	–	1372
2023 Q4	$36	Buy	+1	New	+$32	﹤0.01%	1367

Other funds holding CAKE

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

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

DiNuzzo Private Wealth's CAKE Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Cheesecake Factory (CAKE) stake by 60% in Q2 2026, buying an estimated $194 and bringing the position to 8 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

DiNuzzo Private Wealth first reported a position in CAKE in Q4 2023 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

DiNuzzo Private Wealth held 8 shares of Cheesecake Factory worth $637 as of Q2 2026.
DiNuzzo Private Wealth bought 3 Cheesecake Factory shares in Q2 2026, an estimated $194.
Cheesecake Factory made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1036 holding.
DiNuzzo Private Wealth first reported a position in Cheesecake Factory in Q4 2023 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.