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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors's CAKE Position: Q1 2026 in Review

Mercer Global Advisors reduced its Cheesecake Factory (CAKE) stake by 2.4% in Q1 2026, selling an estimated $6.74K and leaving 4,529 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2626.

Mercer Global Advisors first reported a position in CAKE in Q3 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold CAKE as of Q1 2026.

  • Mercer Global Advisors held 4,529 shares of Cheesecake Factory worth $248K as of Q1 2026.
  • Mercer Global Advisors sold 113 Cheesecake Factory shares in Q1 2026, an estimated $6.74K.
  • Cheesecake Factory made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2626 holding.
  • Mercer Global Advisors first reported a position in Cheesecake Factory in Q3 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.