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Valued Wealth Advisors’s Cheesecake Factory CAKE Stock Holding History

Valued 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 		$3.9K Buy
+49
New +$3.17K ﹤0.01% 500

Other funds holding CAKE

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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

Valued Wealth Advisors's CAKE Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Cheesecake Factory (CAKE) in Q2 2026: 49 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings.

58 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Valued Wealth Advisors held 49 shares of Cheesecake Factory worth $3.9K as of Q2 2026.
  • Cheesecake Factory was a new Valued Wealth Advisors position in Q2 2026.
  • Cheesecake Factory made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #500 holding.
  • 58 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.