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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 		– Sell
-59,800
Closed -$3.27M – 1691
2026
Q1 		$3.27M Buy
+59,800
New +$3.56M 0.02% 445
2024
Q2 		– Sell
-50,000
Closed -$1.81M – 1450
2024
Q1 		$1.81M Buy
+50,000
New +$1.74M 0.02% 628

Other funds holding CAKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
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.