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Hemington Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Hemington 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
2025
Q3 		$1K Buy
20
+6
+43% +$367 ﹤0.01% 1407
2025
Q2 		$0 Buy
14
+1
+8% +$53 ﹤0.01% 1523
2025
Q1 		$0 Buy
13
+8
+160% +$410 ﹤0.01% 1526
2024
Q4 		$0 Buy
5
+2
+67% +$92 ﹤0.01% 1560
2024
Q3 		$0 Buy
+3
New +$114 ﹤0.01% 1504

Other funds holding CAKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $34B AUM 6.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hemington Wealth Management's CAKE Position: Q3 2025 in Review

Hemington Wealth Management increased its Cheesecake Factory (CAKE) stake by 43% in Q3 2025, buying an estimated $367 and bringing the position to 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Hemington Wealth Management first reported a position in CAKE in Q3 2024 and has held it in 5 quarters since. 325 funds tracked by Wall St. Rank hold CAKE as of Q3 2025.

  • Hemington Wealth Management held 20 shares of Cheesecake Factory worth $1K as of Q3 2025.
  • Hemington Wealth Management bought 6 Cheesecake Factory shares in Q3 2025, an estimated $367.
  • Cheesecake Factory made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1407 holding.
  • Hemington Wealth Management first reported a position in Cheesecake Factory in Q3 2024 and has held it in 5 quarters since.
  • 325 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.