ORG Wealth Partners’s Cheesecake Factory CAKE Stock Holding History

ORG Wealth Partners’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 Q3	$526	Buy	+5	New	+$497	﹤0.01%	2026

Other funds holding CAKE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

ORG Wealth Partners's CAKE Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Cheesecake Factory (CAKE) in Q3 2026: 5 shares worth $526. The stake represents ﹤0.01% of the portfolio and ranks #2026 among its holdings.

309 funds tracked by Wall St. Rank hold CAKE as of Q3 2026.

ORG Wealth Partners held 5 shares of Cheesecake Factory worth $526 as of Q3 2026.
Cheesecake Factory was a new ORG Wealth Partners position in Q3 2026.
Cheesecake Factory made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2026 holding.
309 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.