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RA
Rise Advisors’s
Cheesecake Factory
CAKE
Stock Holding History
Rise 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
2025
Q4
–
Sell
-180
Closed
-$9.82K
–
307
2025
Q3
$9.82K
Buy
180
+1
+0.6%
+$61
﹤0.01%
1006
2025
Q2
$11.2K
Buy
179
+1
+0.6%
+$53
﹤0.01%
922
2025
Q1
$8.66K
Sell
178
-259
-59%
-$13.3K
﹤0.01%
1076
2024
Q4
$20.8K
Buy
437
+2
+0.5%
+$92
0.01%
630
2024
Q3
$17.6K
Buy
435
+3
+0.7%
+$114
0.01%
770
2024
Q2
$17K
Buy
432
+3
+0.7%
+$111
0.01%
743
2024
Q1
$15.5K
Buy
+429
New
+$14.9K
0.01%
841
Other funds holding CAKE
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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