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Twin Peaks Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

Twin Peaks Wealth 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 		– Sell
-75
Closed -$4.11K – 532
2026
Q1 		$4.11K Buy
+75
New +$4.47K ﹤0.01% 1462
2025
Q3 		– Sell
-127
Closed -$7.92K – 464
2025
Q2 		$7.92K Buy
+127
New +$6.75K ﹤0.01% 1055

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

Twin Peaks Wealth Advisors's CAKE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Cheesecake Factory (CAKE) in Q2 2026, closing a stake of 75 shares — an estimated $4.11K sold.

Twin Peaks Wealth Advisors first reported a position in CAKE in Q2 2025 and held it in 2 quarters. The position peaked at $7.92K in Q2 2025. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Cheesecake Factory position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 75 Cheesecake Factory shares in Q2 2026, an estimated $4.11K.
  • Twin Peaks Wealth Advisors first reported a position in Cheesecake Factory in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Cheesecake Factory position peaked at $7.92K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.