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 Q2	$1.04M	Sell	13,103 -23	-0.2%	-$1.49K	0.02%	574
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

Other funds holding CAKE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Yale Investment Advisors's CAKE Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Cheesecake Factory (CAKE) stake by 0.18% in Q2 2026, selling an estimated $1.49K and leaving 13,103 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #574.

Mount Yale Investment Advisors first reported a position in CAKE in Q2 2023 and has held it in 12 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Mount Yale Investment Advisors held 13,103 shares of Cheesecake Factory worth $1.04M as of Q2 2026.
Mount Yale Investment Advisors sold 23 Cheesecake Factory shares in Q2 2026, an estimated $1.49K.
Cheesecake Factory made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #574 holding.
Mount Yale Investment Advisors first reported a position in Cheesecake Factory in Q2 2023 and has held it in 12 quarters since.
343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.