SFA
CAKE icon

Sequoia Financial Advisors’s Cheesecake Factory CAKE Stock Holding History

Sequoia 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 		$232K Sell
2,919
-1,598
-35% -$104K ﹤0.01% 1867
2026
Q1 		$247K Buy
+4,517
New +$269K ﹤0.01% 1676

Other funds holding CAKE

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sequoia Financial Advisors's CAKE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Cheesecake Factory (CAKE) stake by 35% in Q2 2026, selling an estimated $104K and leaving 2,919 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Sequoia Financial Advisors first reported a position in CAKE in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 29 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Sequoia Financial Advisors held 2,919 shares of Cheesecake Factory worth $232K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,598 Cheesecake Factory shares in Q2 2026, an estimated $104K.
  • Cheesecake Factory made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1867 holding.
  • Sequoia Financial Advisors first reported a position in Cheesecake Factory in Q1 2026 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's Cheesecake Factory position peaked at $247K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.