Spire Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Spire Wealth 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	$8.11K	Buy	+102	New	+$6.61K	﹤0.01%	1707
2024 Q1	–	Sell	-37	Closed	-$1.21K	–	2315
2023 Q4	$1.21K	Hold	37	–	–	﹤0.01%	2232
2023 Q3	$1.12K	Hold	37	–	–	﹤0.01%	2231
2023 Q2	$1.28K	Hold	37	–	–	﹤0.01%	2270
2023 Q1	$1.3K	Hold	37	–	–	﹤0.01%	2354
2022 Q4	$1K	Hold	37	–	–	﹤0.01%	2145
2022 Q3	$1K	Hold	37	–	–	﹤0.01%	2046
2022 Q2	$1K	Hold	37	–	–	﹤0.01%	2470
2022 Q1	$1K	Sell	37 -645	-95%	-$24.6K	﹤0.01%	2453
2021 Q4	$27K	Buy	682 +645	+1,743%	+$27.2K	﹤0.01%	2003
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	2450
2021 Q2	$2K	Sell	37 -589	-94%	-$34.1K	﹤0.01%	2468
2021 Q1	$39K	Buy	+626	New	+$31.7K	﹤0.01%	1854

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 $3.37T AUM 44.26% 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

Spire Wealth Management's CAKE Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Cheesecake Factory (CAKE) in Q2 2026: 102 shares worth $8.11K. The stake represents ﹤0.01% of the portfolio and ranks #1707 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in CAKE as recently as Q4 2023.

Spire Wealth Management first reported a position in CAKE in Q1 2021 and has held it in 13 quarters since. The position peaked at $39K in Q1 2021. 344 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

Spire Wealth Management held 102 shares of Cheesecake Factory worth $8.11K as of Q2 2026.
Cheesecake Factory was a new Spire Wealth Management position in Q2 2026.
Cheesecake Factory made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1707 holding.
Spire Wealth Management first reported a position in Cheesecake Factory in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Cheesecake Factory position peaked at $39K in Q1 2021.
344 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.