Plante Moran Financial Advisors’s Cheesecake Factory CAKE Stock Holding History

Plante Moran Financial 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	$477	Buy	+6	New	+$389	﹤0.01%	1137
2024 Q4	–	Sell	-64	Closed	-$2.94K	–	898
2024 Q3	$2.61K	Buy	+64	New	+$2.44K	﹤0.01%	736
2017 Q3	–	Sell	-346	Closed	-$17K	–	810
2017 Q2	$17K	Hold	346	–	–	0.01%	492
2017 Q1	$22K	Hold	346	–	–	0.01%	460
2016 Q4	$21K	Hold	346	–	–	0.01%	477
2016 Q3	$17K	Hold	346	–	–	0.01%	515
2016 Q2	$17K	Hold	346	–	–	0.01%	453
2016 Q1	$18K	Sell	346 -48	-12%	-$2.38K	0.01%	395
2015 Q4	$18K	Buy	394 +48	+14%	+$2.35K	0.01%	465
2015 Q3	$19K	Hold	346	–	–	0.02%	388
2015 Q2	$19K	Hold	346	–	–	0.01%	423
2015 Q1	$17K	Hold	346	–	–	0.01%	427
2014 Q4	$17K	Hold	346	–	–	0.01%	427
2014 Q3	$16K	Hold	346	–	–	0.01%	439
2014 Q2	$16K	Hold	346	–	–	0.01%	419
2014 Q1	$16K	Hold	346	–	–	0.02%	279
2013 Q4	$17K	Hold	346	–	–	0.01%	367
2013 Q3	$15K	Hold	346	–	–	0.01%	319
2013 Q2	$14K	Buy	+346	New	+$13.8K	0.01%	288

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's CAKE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Cheesecake Factory (CAKE) in Q2 2026: 6 shares worth $477. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CAKE as recently as Q3 2024.

Plante Moran Financial Advisors first reported a position in CAKE in Q2 2013 and has held it in 19 quarters since. The position peaked at $22K in Q1 2017. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Plante Moran Financial Advisors held 6 shares of Cheesecake Factory worth $477 as of Q2 2026.
Cheesecake Factory was a new Plante Moran Financial Advisors position in Q2 2026.
Cheesecake Factory made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1137 holding.
Plante Moran Financial Advisors first reported a position in Cheesecake Factory in Q2 2013 and has held it in 19 quarters since.
Plante Moran Financial Advisors's Cheesecake Factory position peaked at $22K in Q1 2017.
343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.