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Wealthspire Advisors (New York)’s Cheesecake Factory CAKE Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-327
Closed -$17.9K – 1308
2025
Q3 		$17.9K Buy
+327
New +$20K ﹤0.01% 1731

Other funds holding CAKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s CAKE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cheesecake Factory (CAKE) in Q4 2025, closing a stake of 327 shares — an estimated $17.9K sold.

Wealthspire Advisors (New York) first reported a position in CAKE in Q3 2025 and held it in 1 quarter. The position peaked at $17.9K in Q3 2025. 309 funds tracked by Wall St. Rank hold CAKE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cheesecake Factory position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 327 Cheesecake Factory shares in Q4 2025, an estimated $17.9K.
  • Wealthspire Advisors (New York) first reported a position in Cheesecake Factory in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Cheesecake Factory position peaked at $17.9K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Cheesecake Factory as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.