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Timothy G. Youngquist 2020 Irrevocable Trust’s Cheesecake Factory CAKE Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-265
Closed -$14.5K – 173
2026
Q1 		$14.5K Buy
+265
New +$15.8K 0.01% 344

Other funds holding CAKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's CAKE Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Cheesecake Factory (CAKE) in Q2 2026, closing a stake of 265 shares — an estimated $14.5K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in CAKE in Q1 2026 and held it in 1 quarter. The position peaked at $14.5K in Q1 2026. 148 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Cheesecake Factory position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 265 Cheesecake Factory shares in Q2 2026, an estimated $14.5K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Cheesecake Factory in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Cheesecake Factory position peaked at $14.5K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.