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James T. Borello RIA’s Cheesecake Factory CAKE Stock Holding History

James T. Borello RIA’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
Q3 		$1.47K Sell
14
-3
-18% -$298 ﹤0.01% 965
2026
Q2 		$1.35K Hold
17
– – ﹤0.01% 995
2026
Q1 		$931 Hold
17
– – ﹤0.01% 1015
2025
Q4 		$858 Buy
+17
New +$853 ﹤0.01% 886

Other funds holding CAKE

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's CAKE Position: Q3 2026 in Review

James T. Borello RIA reduced its Cheesecake Factory (CAKE) stake by 18% in Q3 2026, selling an estimated $298 and leaving 14 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

James T. Borello RIA first reported a position in CAKE in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold CAKE as of Q3 2026.

  • James T. Borello RIA held 14 shares of Cheesecake Factory worth $1.47K as of Q3 2026.
  • James T. Borello RIA sold 3 Cheesecake Factory shares in Q3 2026, an estimated $298.
  • Cheesecake Factory made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #965 holding.
  • James T. Borello RIA first reported a position in Cheesecake Factory in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Cheesecake Factory as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.