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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return