JWA
CAKE icon

JFS Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

JFS Wealth Advisors’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 		$1.75K Buy
22
+8
+57% +$518 ﹤0.01% 1649
2026
Q1 		$767 Hold
14
– – ﹤0.01% 1712
2025
Q4 		$707 Buy
14
+5
+56% +$251 ﹤0.01% 1759
2025
Q3 		$492 Hold
9
– – ﹤0.01% 1766
2025
Q2 		$564 Hold
9
– – ﹤0.01% 1673
2025
Q1 		$438 Hold
9
– – ﹤0.01% 1785
2024
Q4 		$427 Hold
9
– – ﹤0.01% 1798
2024
Q3 		$365 Hold
9
– – ﹤0.01% 1830
2024
Q2 		$354 Hold
9
– – ﹤0.01% 1848
2024
Q1 		$326 Hold
9
– – ﹤0.01% 1849
2023
Q4 		$316 Buy
9
+3
+50% +$96 ﹤0.01% 1857
2023
Q3 		$182 Sell
6
-3
-33% -$100 ﹤0.01% 1871
2023
Q2 		$312 Buy
9
+2
+29% +$66 ﹤0.01% 1826
2023
Q1 		$246 Hold
7
– – ﹤0.01% 1803
2022
Q4 		$222 Buy
7
+3
+75% +$100 ﹤0.01% 1824
2022
Q3 		$0 Sell
4
-2
-33% -$61 ﹤0.01% 1750
2022
Q2 		$0 Buy
+6
New +$199 ﹤0.01% 1761

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's CAKE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Cheesecake Factory (CAKE) stake by 57% in Q2 2026, buying an estimated $518 and bringing the position to 22 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

JFS Wealth Advisors first reported a position in CAKE in Q2 2022 and has held it in 17 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • JFS Wealth Advisors held 22 shares of Cheesecake Factory worth $1.75K as of Q2 2026.
  • JFS Wealth Advisors bought 8 Cheesecake Factory shares in Q2 2026, an estimated $518.
  • Cheesecake Factory made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1649 holding.
  • JFS Wealth Advisors first reported a position in Cheesecake Factory in Q2 2022 and has held it in 17 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.