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White Wing Wealth Management’s Cheesecake Factory CAKE Stock Holding History

White Wing Wealth Management’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 		$748K Buy
9,409
+74
+0.8% +$4.79K 0.39% 23
2026
Q1 		$511K Buy
9,335
+251
+3% +$15K 0.31% 22
2025
Q4 		$459K Buy
9,084
+1,345
+17% +$67.5K 0.27% 26
2025
Q3 		$423K Buy
7,739
+2,413
+45% +$148K 0.26% 24
2025
Q2 		$334K Buy
+5,326
New +$283K 0.23% 25

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

White Wing Wealth Management's CAKE Position: Q2 2026 in Review

White Wing Wealth Management increased its Cheesecake Factory (CAKE) stake by 0.79% in Q2 2026, buying an estimated $4.79K and bringing the position to 9,409 shares worth $748K. The position accounts for 0.39% of the portfolio, ranked #23.

White Wing Wealth Management first reported a position in CAKE in Q2 2025 and has held it in 5 quarters since. 343 funds tracked by Wall St. Rank hold CAKE as of Q2 2026.

  • White Wing Wealth Management held 9,409 shares of Cheesecake Factory worth $748K as of Q2 2026.
  • White Wing Wealth Management bought 74 Cheesecake Factory shares in Q2 2026, an estimated $4.79K.
  • Cheesecake Factory made up 0.39% of White Wing Wealth Management's portfolio in Q2 2026, its #23 holding.
  • White Wing Wealth Management first reported a position in Cheesecake Factory in Q2 2025 and has held it in 5 quarters since.
  • 343 funds tracked by Wall St. Rank held Cheesecake Factory as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.