UB
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UMB Bank’s Cheesecake Factory CAKE Stock Holding History

UMB Bank’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 		$21.2K Buy
267
+10
+4% +$648 ﹤0.01% 1651
2026
Q1 		$14.1K Sell
257
-6
-2% -$358 ﹤0.01% 1725
2025
Q4 		$13.3K Sell
263
-46
-15% -$2.31K ﹤0.01% 1711
2025
Q3 		$16.9K Buy
309
+21
+7% +$1.29K ﹤0.01% 1498
2025
Q2 		$18K Sell
288
-37
-11% -$1.97K ﹤0.01% 1408
2025
Q1 		$15.8K Buy
325
+178
+121% +$9.11K ﹤0.01% 1397
2024
Q4 		$6.97K Hold
147
– – ﹤0.01% 1594
2024
Q3 		$5.96K Buy
147
+82
+126% +$3.12K ﹤0.01% 1668
2024
Q2 		$2.55K Buy
65
+38
+141% +$1.41K ﹤0.01% 1679
2024
Q1 		$976 Buy
+27
New +$939 ﹤0.01% 1782

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

UMB Bank's CAKE Position: Q2 2026 in Review

UMB Bank increased its Cheesecake Factory (CAKE) stake by 3.9% in Q2 2026, buying an estimated $648 and bringing the position to 267 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

UMB Bank first reported a position in CAKE in Q1 2024 and has held it in 10 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • UMB Bank held 267 shares of Cheesecake Factory worth $21.2K as of Q2 2026.
  • UMB Bank bought 10 Cheesecake Factory shares in Q2 2026, an estimated $648.
  • Cheesecake Factory made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1651 holding.
  • UMB Bank first reported a position in Cheesecake Factory in Q1 2024 and has held it in 10 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.