Janney Montgomery Scott
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Janney Montgomery Scott’s Cheesecake Factory CAKE Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-7,907
Closed -$399K – 2782
2025
Q4 		$399K Sell
7,907
-12,356
-61% -$620K ﹤0.01% 2366
2025
Q3 		$1.11M Buy
20,263
+381
+2% +$23.3K ﹤0.01% 1631
2025
Q2 		$1.25M Buy
19,882
+13,237
+199% +$704K ﹤0.01% 1453
2025
Q1 		$323K Buy
6,645
+951
+17% +$48.7K ﹤0.01% 2259
2024
Q4 		$270K Buy
+5,694
New +$262K ﹤0.01% 2368
2019
Q3 		– Sell
-26,457
Closed -$1.16M – 2052
2019
Q2 		$1.16M Buy
26,457
+267
+1% +$12.5K 0.01% 976
2019
Q1 		$1.28M Sell
26,190
-9,417
-26% -$433K 0.01% 891
2018
Q4 		$1.55M Buy
35,607
+7,839
+28% +$380K 0.01% 733
2018
Q3 		$1.49M Buy
27,768
+1,664
+6% +$89.9K 0.01% 825
2018
Q2 		$1.44M Sell
26,104
-2,552
-9% -$135K 0.01% 808
2018
Q1 		$1.38M Buy
28,656
+9,427
+49% +$453K 0.01% 823
2017
Q4 		$926K Buy
19,229
+1,633
+9% +$74.2K 0.01% 981
2017
Q3 		$741K Sell
17,596
-433
-2% -$19.3K 0.01% 1066
2017
Q2 		$907K Buy
+18,029
New +$1.06M 0.01% 924

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott's CAKE Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Cheesecake Factory (CAKE) in Q1 2026, closing a stake of 7,907 shares — an estimated $399K sold.

Janney Montgomery Scott first reported a position in CAKE in Q2 2017 and held it in 14 quarters. The position peaked at $1.55M in Q4 2018. 332 funds tracked by Wall St. Rank hold CAKE as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Cheesecake Factory position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,907 Cheesecake Factory shares in Q1 2026, an estimated $399K.
  • Janney Montgomery Scott first reported a position in Cheesecake Factory in Q2 2017 and held it in 14 quarters.
  • Janney Montgomery Scott's Cheesecake Factory position peaked at $1.55M in Q4 2018.
  • 332 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.