Mercer Global Advisors
CAKE icon

Mercer Global Advisors’s Cheesecake Factory CAKE Stock Holding History

Mercer Global 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 		$328K Sell
4,127
-402
-9% -$26K ﹤0.01% 2704
2026
Q1 		$248K Sell
4,529
-113
-2% -$6.74K ﹤0.01% 2626
2025
Q4 		$234K Buy
4,642
+260
+6% +$13K ﹤0.01% 2436
2025
Q3 		$239K Buy
+4,382
New +$268K ﹤0.01% 2255

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

Mercer Global Advisors's CAKE Position: Q2 2026 in Review

Mercer Global Advisors reduced its Cheesecake Factory (CAKE) stake by 8.9% in Q2 2026, selling an estimated $26K and leaving 4,127 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2704.

Mercer Global Advisors first reported a position in CAKE in Q3 2025 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Mercer Global Advisors held 4,127 shares of Cheesecake Factory worth $328K as of Q2 2026.
  • Mercer Global Advisors sold 402 Cheesecake Factory shares in Q2 2026, an estimated $26K.
  • Cheesecake Factory made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2704 holding.
  • Mercer Global Advisors first reported a position in Cheesecake Factory in Q3 2025 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.