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Physician Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

Physician Wealth 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 		$37.9K Hold
477
– – ﹤0.01% 493
2026
Q1 		$26.1K Hold
477
– – ﹤0.01% 563
2025
Q4 		$24.1K Hold
477
– – ﹤0.01% 543
2025
Q3 		$26.1K Hold
477
– – ﹤0.01% 513
2025
Q2 		$29.9K Hold
477
– – ﹤0.01% 439
2025
Q1 		$23.2K Hold
477
– – ﹤0.01% 459
2024
Q4 		$22.6K Buy
+477
New +$21.9K ﹤0.01% 479

Other funds holding CAKE

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Physician Wealth Advisors's CAKE Position: Q2 2026 in Review

Physician Wealth Advisors held its Cheesecake Factory (CAKE) position steady in Q2 2026 at 477 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Physician Wealth Advisors first reported a position in CAKE in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Physician Wealth Advisors held 477 shares of Cheesecake Factory worth $37.9K as of Q2 2026.
  • Physician Wealth Advisors left its Cheesecake Factory share count unchanged in Q2 2026.
  • Cheesecake Factory made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #493 holding.
  • Physician Wealth Advisors first reported a position in Cheesecake Factory in Q4 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.