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IAG Wealth Partners’s Cheesecake Factory CAKE Stock Holding History

IAG Wealth Partners’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
Q2 		– Sell
-16
Closed -$779 – 501
2025
Q1 		$779 Sell
16
-159
-91% -$8.14K ﹤0.01% 474
2024
Q4 		$8.3K Buy
+175
New +$8.05K ﹤0.01% 368

Other funds holding CAKE

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IAG Wealth Partners's CAKE Position: Q2 2025 in Review

IAG Wealth Partners sold out of Cheesecake Factory (CAKE) in Q2 2025, closing a stake of 16 shares — an estimated $779 sold.

IAG Wealth Partners first reported a position in CAKE in Q4 2024 and held it in 2 quarters. The position peaked at $8.3K in Q4 2024. 318 funds tracked by Wall St. Rank hold CAKE as of Q2 2025.

  • IAG Wealth Partners reported no remaining Cheesecake Factory position as of Q2 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 16 Cheesecake Factory shares in Q2 2025, an estimated $779.
  • IAG Wealth Partners first reported a position in Cheesecake Factory in Q4 2024 and held it in 2 quarters.
  • IAG Wealth Partners's Cheesecake Factory position peaked at $8.3K in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2025.

Based on IAG Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.