Back to CAKE
HB Wealth Management, LLC → CAKE
HB Wealth Management, LLC CAKE Position History
The Cheesecake Factory Incorporated
Quarters held
2
Latest value
$290K
Q3 2026
Peak value
$290K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $205K |
| Q3 2026 | $290K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $290K | 2.8K | — | — |
| Q2 2026 | $205K | 2.6K | — | — |
Other funds holding CAKE
$319.1M
$261.6M
$257.5M
$240.8M
$206.7M
$195.3M