Jefferies Financial Group’s Cheesecake Factory CAKE Stock Holding History

Jefferies Financial Group’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	$500K	Sell	6,284 -28,504	-82%	-$1.85M	﹤0.01%	1253
2026 Q1	$1.9M	Sell	34,788 -19,169	-36%	-$1.14M	0.01%	659
2025 Q4	$2.72M	Buy	53,957 +45,930	+572%	+$2.3M	0.01%	680
2025 Q3	$439K	Buy	+8,027	New	+$491K	﹤0.01%	1119
2025 Q2	–	Sell	-4,340	Closed	-$211K	–	1340
2025 Q1	$211K	Buy	+4,340	New	+$222K	﹤0.01%	1364
2024 Q2	–	Sell	-15,052	Closed	-$544K	–	1449
2024 Q1	$544K	Buy	+15,052	New	+$523K	0.01%	1036

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

Jefferies Financial Group's CAKE Position: Q2 2026 in Review

Jefferies Financial Group reduced its Cheesecake Factory (CAKE) stake by 82% in Q2 2026, selling an estimated $1.85M and leaving 6,284 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Jefferies Financial Group first reported a position in CAKE in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.72M in Q4 2025. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Jefferies Financial Group held 6,284 shares of Cheesecake Factory worth $500K as of Q2 2026.
Jefferies Financial Group sold 28,504 Cheesecake Factory shares in Q2 2026, an estimated $1.85M.
Cheesecake Factory made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1253 holding.
Jefferies Financial Group first reported a position in Cheesecake Factory in Q1 2024 and has held it in 6 quarters since.
Jefferies Financial Group's Cheesecake Factory position peaked at $2.72M in Q4 2025.
343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.