Kemnay Advisory Services’s Cheesecake Factory CAKE Stock Holding History

Kemnay Advisory Services’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	$18.1K	Sell	227 -66	-23%	-$4.28K	﹤0.01%	789
2026 Q1	$16K	Buy	+293	New	+$17.5K	﹤0.01%	814
2017 Q3	–	Sell	-15,969	Closed	-$803K	–	109
2017 Q2	$803K	Buy	+15,969	New	+$943K	0.46%	72

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

Kemnay Advisory Services's CAKE Position: Q2 2026 in Review

Kemnay Advisory Services reduced its Cheesecake Factory (CAKE) stake by 23% in Q2 2026, selling an estimated $4.28K and leaving 227 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Kemnay Advisory Services first reported a position in CAKE in Q2 2017 and has held it in 3 quarters since. The position peaked at $803K in Q2 2017. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Kemnay Advisory Services held 227 shares of Cheesecake Factory worth $18.1K as of Q2 2026.
Kemnay Advisory Services sold 66 Cheesecake Factory shares in Q2 2026, an estimated $4.28K.
Cheesecake Factory made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q2 2026, its #789 holding.
Kemnay Advisory Services first reported a position in Cheesecake Factory in Q2 2017 and has held it in 3 quarters since.
Kemnay Advisory Services's Cheesecake Factory position peaked at $803K in Q2 2017.
343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.