Position in CAKE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,055
+$2,014 QoQ
Shares Held
227
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#281
of 342 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAKE Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Kemnay Advisory Services Inc. holds $639,722 across 11 Restaurants names. CAKE ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BJRI |
BJs RESTAURANTS INC
|
2,656 | $161,325 | |
| 2 | LOCO |
El Pollo Loco Holdings, Inc.
|
8,236 | $139,682 | |
| 3 | CBRL |
Cracker Barrel Old Country Store, Inc
|
2,515 | $134,049 | |
| 4 | MCD |
Mcdonalds Corp
|
257 | $69,469 | |
| 5 | EAT |
Brinker International, Inc
|
243 | $40,824 | |
| 6 | SBUX |
Starbucks Corp
|
372 | $38,014 | |
| 7 | CAKE |
Cheesecake Factory Inc
This page
|
227 | $18,055 | |
| 8 | YUM |
Yum Brands Inc
|
92 | $14,707 |
All Filings in CAKE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,055 | 227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,041 | 293 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||