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Mount Yale Investment Advisors’s Cheesecake Factory CAKE Stock Holding History

Mount Yale Investment 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 		$719K Buy
+13,126
New +$782K 0.02% 601
2025
Q4 		– Sell
-14,072
Closed -$769K – 728
2025
Q3 		$769K Buy
14,072
+1,805
+15% +$111K 0.05% 331
2025
Q2 		$769K Hold
12,267
– – 0.06% 258
2025
Q1 		$597K Buy
12,267
+1,664
+16% +$85.2K 0.05% 290
2024
Q4 		$503K Hold
10,603
– – 0.04% 341
2024
Q3 		$430K Hold
10,603
– – 0.04% 368
2024
Q2 		$417K Hold
10,603
– – 0.03% 377
2024
Q1 		$383K Buy
10,603
+1,681
+19% +$58.5K 0.03% 400
2023
Q4 		$312K Hold
8,922
– – 0.03% 404
2023
Q3 		$270K Hold
8,922
– – 0.03% 410
2023
Q2 		$309K Buy
+8,922
New +$296K 0.03% 383

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