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Halbert Hargrove Global Advisors’s Cheesecake Factory CAKE Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-43
Closed -$2.35K – 417
2025
Q3 		$2.35K Buy
+43
New +$2.63K ﹤0.01% 534

Other funds holding CAKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Halbert Hargrove Global Advisors's CAKE Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Cheesecake Factory (CAKE) in Q4 2025, closing a stake of 43 shares — an estimated $2.35K sold.

Halbert Hargrove Global Advisors first reported a position in CAKE in Q3 2025 and held it in 1 quarter. The position peaked at $2.35K in Q3 2025. 309 funds tracked by Wall St. Rank hold CAKE as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Cheesecake Factory position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 43 Cheesecake Factory shares in Q4 2025, an estimated $2.35K.
  • Halbert Hargrove Global Advisors first reported a position in Cheesecake Factory in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Cheesecake Factory position peaked at $2.35K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Cheesecake Factory as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.