LRI Investments’s Cheesecake Factory CAKE Stock Holding History

LRI Investments’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	$4.06K	Buy	51 +1	+2%	+$65	﹤0.01%	1179
2026 Q1	$2.74K	Hold	50	–	–	﹤0.01%	1220
2025 Q4	$2.52K	Hold	50	–	–	﹤0.01%	1171
2025 Q3	$2.73K	Hold	50	–	–	﹤0.01%	1160
2025 Q2	$3.13K	Hold	50	–	–	﹤0.01%	1104
2025 Q1	$2.43K	Hold	50	–	–	﹤0.01%	1083
2024 Q4	$2.37K	Hold	50	–	–	﹤0.01%	1064
2024 Q3	$2.4K	Hold	50	–	–	﹤0.01%	1054
2024 Q2	$1.97K	Hold	50	–	–	﹤0.01%	1057
2024 Q1	$1.81K	Buy	+50	New	+$1.74K	﹤0.01%	755

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