Back to CAKE
JEPPSON WEALTH MANAGEMENT, LLC → CAKE
JEPPSON WEALTH MANAGEMENT, LLC CAKE Position History
The Cheesecake Factory Incorporated
Quarters held
4
Latest value
$923K
Q3 2026
Peak value
$923K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $460K |
| Q1 2026 | $499K |
| Q2 2026 | $725K |
| Q3 2026 | $923K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $923K | 8.8K | — | — |
| Q2 2026 | $725K | 9.1K | — | — |
| Q1 2026 | $499K | 9.1K | — | — |
| Q4 2025 | $460K | 9.1K | — | — |
Other funds holding CAKE
$319.1M
$261.6M
$257.5M
$240.8M
$206.7M
$195.3M