Wealth Enhancement Advisory Services
CAKE icon

Wealth Enhancement Advisory Services’s Cheesecake Factory CAKE Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.28M Buy
15,409
+1,040
+7% +$67.4K ﹤0.01% 1900
2026
Q1 		$794K Buy
14,369
+7,853
+121% +$468K ﹤0.01% 1961
2025
Q4 		$368K Sell
6,516
-1,484
-19% -$74.4K ﹤0.01% 2734
2025
Q3 		$432K Sell
8,000
-329
-4% -$20.1K ﹤0.01% 2480
2025
Q2 		$547K Buy
8,329
+864
+12% +$45.9K ﹤0.01% 2160
2025
Q1 		$363K Buy
7,465
+416
+6% +$21.3K ﹤0.01% 2292
2024
Q4 		$334K Buy
7,049
+386
+6% +$17.8K ﹤0.01% 2295
2024
Q3 		$270K Buy
6,663
+82
+1% +$3.12K ﹤0.01% 2248
2024
Q2 		$259K Sell
6,581
-108
-2% -$4K ﹤0.01% 2086
2024
Q1 		$242K Buy
6,689
+143
+2% +$4.97K ﹤0.01% 2062
2023
Q4 		$229K Buy
+6,546
New +$209K ﹤0.01% 2017

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

Wealth Enhancement Advisory Services's CAKE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Cheesecake Factory (CAKE) stake by 7.2% in Q2 2026, buying an estimated $67.4K and bringing the position to 15,409 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

Wealth Enhancement Advisory Services first reported a position in CAKE in Q4 2023 and has held it in 11 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,409 shares of Cheesecake Factory worth $1.28M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,040 Cheesecake Factory shares in Q2 2026, an estimated $67.4K.
  • Cheesecake Factory made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1900 holding.
  • Wealth Enhancement Advisory Services first reported a position in Cheesecake Factory in Q4 2023 and has held it in 11 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.