Back to CAKE
Creative Planning CAKE Position History
The Cheesecake Factory Incorporated
Quarters held
8
Latest value
$12.3M
Q3 2026
Peak value
$12.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $68K |
| Q3 2025 | $961K |
| Q4 2025 | $1.1M |
| Q1 2026 | $3.3M |
| Q2 2026 | $132K |
| Q2 2026 | $7.3M |
| Q3 2026 | $180K |
| Q3 2026 | $12.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.3M | 116.9K | — | — |
| Q3 2026 | $180K | 1.7K | — | — |
| Q2 2026 | $7.3M | 91.5K | — | — |
| Q2 2026 | $132K | 1.7K | — | — |
| Q1 2026 | $3.3M | 59.8K | — | — |
| Q4 2025 | $1.1M | 21.6K | — | — |
| Q3 2025 | $961K | 17.6K | — | — |
| Q3 2025 | $68K | 1.2K | — | — |
Other funds holding CAKE
$319.1M
$261.6M
$257.5M
$240.8M
$206.7M
$195.3M