HIA
CAKE icon

HFM Investment Advisors’s Cheesecake Factory CAKE Stock Holding History

HFM Investment 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 		$478 Buy
6
+4
+200% +$259 ﹤0.01% 1006
2026
Q1 		$110 Hold
2
– – ﹤0.01% 1109
2025
Q4 		$101 Hold
2
– – ﹤0.01% 1170
2025
Q3 		$109 Hold
2
– – ﹤0.01% 1141
2025
Q2 		$125 Buy
2
+1
+100% +$53 ﹤0.01% 1108
2025
Q1 		$49 Buy
+1
New +$51 ﹤0.01% 1053

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

HFM Investment Advisors's CAKE Position: Q2 2026 in Review

HFM Investment Advisors increased its Cheesecake Factory (CAKE) stake by 200% in Q2 2026, buying an estimated $259 and bringing the position to 6 shares worth $478. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

HFM Investment Advisors first reported a position in CAKE in Q1 2025 and has held it in 6 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • HFM Investment Advisors held 6 shares of Cheesecake Factory worth $478 as of Q2 2026.
  • HFM Investment Advisors bought 4 Cheesecake Factory shares in Q2 2026, an estimated $259.
  • Cheesecake Factory made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1006 holding.
  • HFM Investment Advisors first reported a position in Cheesecake Factory in Q1 2025 and has held it in 6 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.