PWPS
CAKE icon

Pinnacle Wealth Planning Services’s Cheesecake Factory CAKE Stock Holding History

Pinnacle Wealth Planning Services’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 		$90.9K Buy
1,143
+27
+2% +$1.75K 0.01% 925
2026
Q1 		$61.1K Buy
1,116
+45
+4% +$2.68K 0.01% 1084
2025
Q4 		$54.1K Buy
+1,071
New +$53.7K 0.01% 1145
2021
Q1 		– Sell
-302
Closed -$11K – 600
2020
Q4 		$11K Buy
+302
New +$10.4K ﹤0.01% 1346

Other funds holding CAKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's CAKE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cheesecake Factory (CAKE) stake by 2.4% in Q2 2026, buying an estimated $1.75K and bringing the position to 1,143 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #925.

Pinnacle Wealth Planning Services first reported a position in CAKE in Q4 2020 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,143 shares of Cheesecake Factory worth $90.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 27 Cheesecake Factory shares in Q2 2026, an estimated $1.75K.
  • Cheesecake Factory made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #925 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cheesecake Factory in Q4 2020 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.