Integrated Wealth Concepts’s Cheesecake Factory CAKE Stock Holding History

Integrated Wealth Concepts’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	$12.4K	Buy	+156	New	+$10.1K	﹤0.01%	4433

Other funds holding CAKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Concepts's CAKE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cheesecake Factory (CAKE) in Q2 2026: 156 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #4433 among its holdings.

344 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Integrated Wealth Concepts held 156 shares of Cheesecake Factory worth $12.4K as of Q2 2026.
Cheesecake Factory was a new Integrated Wealth Concepts position in Q2 2026.
Cheesecake Factory made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4433 holding.
344 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.