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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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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. 29 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.
  • 29 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.