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Larson Financial Group’s Cheesecake Factory CAKE Stock Holding History

Larson 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 		$7.95K Hold
100
– – ﹤0.01% 2540
2026
Q1 		$5.47K Sell
100
-4
-4% -$238 ﹤0.01% 2563
2025
Q4 		$5.25K Hold
104
– – ﹤0.01% 2436
2025
Q3 		$5.68K Buy
104
+95
+1,056% +$5.82K ﹤0.01% 2310
2025
Q2 		$564 Hold
9
– – ﹤0.01% 2826
2025
Q1 		$438 Hold
9
– – ﹤0.01% 2609
2024
Q4 		$427 Hold
9
– – ﹤0.01% 2240
2024
Q3 		$365 Hold
9
– – ﹤0.01% 2213
2024
Q2 		$354 Buy
+9
New +$333 ﹤0.01% 1922

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

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

Larson Financial Group held its Cheesecake Factory (CAKE) position steady in Q2 2026 at 100 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Larson Financial Group first reported a position in CAKE in Q2 2024 and has held it in 9 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Larson Financial Group held 100 shares of Cheesecake Factory worth $7.95K as of Q2 2026.
  • Larson Financial Group left its Cheesecake Factory share count unchanged in Q2 2026.
  • Cheesecake Factory made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2540 holding.
  • Larson Financial Group first reported a position in Cheesecake Factory in Q2 2024 and has held it in 9 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.