Golden State Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Golden State Wealth Management’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	$48.9K	Buy	614 +3	+0.5%	+$194	﹤0.01%	729
2026 Q1	$33.5K	Buy	611 +2	+0.3%	+$119	﹤0.01%	787
2025 Q4	$30.8K	Buy	609 +3	+0.5%	+$150	﹤0.01%	811
2025 Q3	$33.1K	Hold	606	–	–	﹤0.01%	779
2025 Q2	$38K	Buy	606 +76	+14%	+$4.04K	﹤0.01%	707
2025 Q1	$25.8K	Hold	530	–	–	﹤0.01%	743
2024 Q4	$25.1K	Buy	+530	New	+$24.4K	﹤0.01%	712

Other funds holding CAKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Golden State Wealth Management's CAKE Position: Q2 2026 in Review

Golden State Wealth Management increased its Cheesecake Factory (CAKE) stake by 0.49% in Q2 2026, buying an estimated $194 and bringing the position to 614 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Golden State Wealth Management first reported a position in CAKE in Q4 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Golden State Wealth Management held 614 shares of Cheesecake Factory worth $48.9K as of Q2 2026.
Golden State Wealth Management bought 3 Cheesecake Factory shares in Q2 2026, an estimated $194.
Cheesecake Factory made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #729 holding.
Golden State Wealth Management first reported a position in Cheesecake Factory in Q4 2024 and has held it in 7 quarters since.
343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.