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EverSource Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

EverSource Wealth Advisors’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 		$23.8K Buy
299
+27
+10% +$1.75K ﹤0.01% 2304
2026
Q1 		$14.9K Buy
272
+4
+1% +$238 ﹤0.01% 2685
2025
Q4 		$13.5K Buy
268
+2
+0.8% +$100 ﹤0.01% 2643
2025
Q3 		$14.5K Hold
266
– – ﹤0.01% 2584
2025
Q2 		$16.7K Sell
266
-224
-46% -$11.9K ﹤0.01% 2441
2025
Q1 		$23.9K Buy
490
+41
+9% +$2.1K ﹤0.01% 1600
2024
Q4 		$21.3K Buy
449
+249
+125% +$11.5K ﹤0.01% 1588
2024
Q3 		$8.11K Hold
200
– – ﹤0.01% 1981
2024
Q2 		$7.78K Hold
200
– – ﹤0.01% 2005
2024
Q1 		$6.9K Buy
200
+167
+506% +$5.81K ﹤0.01% 1881
2023
Q4 		$1.16K Sell
33
-196
-86% -$6.26K ﹤0.01% 2352
2023
Q3 		$6.94K Sell
229
-54
-19% -$1.8K ﹤0.01% 1560
2023
Q2 		$9.79K Hold
283
– – ﹤0.01% 1448
2023
Q1 		$9.92K Hold
283
– – ﹤0.01% 1361
2022
Q4 		$8.97K Sell
283
-60
-17% -$2K ﹤0.01% 1370
2022
Q3 		$10K Sell
343
-144
-30% -$4.37K ﹤0.01% 1129
2022
Q2 		$13K Buy
487
+83
+21% +$2.76K ﹤0.01% 953
2022
Q1 		$16K Buy
404
+369
+1,054% +$14.1K ﹤0.01% 784
2021
Q4 		$1K Buy
+35
New +$1.47K ﹤0.01% 1687

Other funds holding CAKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's CAKE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Cheesecake Factory (CAKE) stake by 9.9% in Q2 2026, buying an estimated $1.75K and bringing the position to 299 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.

EverSource Wealth Advisors first reported a position in CAKE in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.9K in Q1 2025. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • EverSource Wealth Advisors held 299 shares of Cheesecake Factory worth $23.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 27 Cheesecake Factory shares in Q2 2026, an estimated $1.75K.
  • Cheesecake Factory made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2304 holding.
  • EverSource Wealth Advisors first reported a position in Cheesecake Factory in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Cheesecake Factory position peaked at $23.9K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.