Polen Capital Management
CAKE icon

Polen Capital Management’s Cheesecake Factory CAKE Stock Holding History

Polen Capital Management’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 		$2.65M Buy
33,297
+8,475
+34% +$549K 0.02% 107
2026
Q1 		$1.36M Buy
+24,822
New +$1.48M 0.01% 130
2025
Q4 		– Sell
-14,226
Closed -$777K – 247
2025
Q3 		$777K Sell
14,226
-1,678
-11% -$103K ﹤0.01% 155
2025
Q2 		$997K Buy
+15,904
New +$846K ﹤0.01% 146

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

Polen Capital Management's CAKE Position: Q2 2026 in Review

Polen Capital Management increased its Cheesecake Factory (CAKE) stake by 34% in Q2 2026, buying an estimated $549K and bringing the position to 33,297 shares worth $2.65M. The position accounts for 0.02% of the portfolio, ranked #107.

Polen Capital Management first reported a position in CAKE in Q2 2025 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Polen Capital Management held 33,297 shares of Cheesecake Factory worth $2.65M as of Q2 2026.
  • Polen Capital Management bought 8,475 Cheesecake Factory shares in Q2 2026, an estimated $549K.
  • Cheesecake Factory made up 0.02% of Polen Capital Management's portfolio in Q2 2026, its #107 holding.
  • Polen Capital Management first reported a position in Cheesecake Factory in Q2 2025 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.