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IHT Wealth Management’s Cheesecake Factory CAKE Stock Holding History

IHT 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 		– Sell
-3,221
Closed -$202K – 1176
2025
Q2 		$202K Buy
+3,221
New +$171K 0.01% 1093
2018
Q2 		– Sell
-1,724
Closed -$82K – 552
2018
Q1 		$82K Hold
1,724
– – 0.02% 533
2017
Q4 		$84K Buy
1,724
+24
+1% +$1.09K 0.02% 536
2017
Q3 		$71K Buy
+1,700
New +$75.7K 0.03% 421

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

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

IHT Wealth Management sold out of Cheesecake Factory (CAKE) in Q3 2025, closing a stake of 3,221 shares — an estimated $202K sold.

IHT Wealth Management first reported a position in CAKE in Q3 2017 and held it in 4 quarters. The position peaked at $202K in Q2 2025. 325 funds tracked by Wall St. Rank hold CAKE as of Q3 2025.

  • IHT Wealth Management reported no remaining Cheesecake Factory position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 3,221 Cheesecake Factory shares in Q3 2025, an estimated $202K.
  • IHT Wealth Management first reported a position in Cheesecake Factory in Q3 2017 and held it in 4 quarters.
  • IHT Wealth Management's Cheesecake Factory position peaked at $202K in Q2 2025.
  • 325 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.