One Capital Management, LLC

Position in CAKE — Cheesecake Factory Inc

CIK 1606588 WESTLAKE VILLAGE, CA

Position in CAKE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,798,035

+$1,183,723 QoQ

Shares Held

47,750

0.0% QoQ

Ownership

0.096%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#78

of 342 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

One Capital Management, LLC holds $8,945,706 across 6 Restaurants names. CAKE ranks #1 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAKE	Cheesecake Factory Inc This page	47,750	$3,798,035
2	MCD	Mcdonalds Corp	7,326	$1,980,291
3	SHAK	Shake Shack Inc.	19,131	$1,071,718
4	WING	Wingstop Inc.	6,128	$1,062,656
5	SBUX	Starbucks Corp	7,077	$723,198
6	YUM	Yum Brands Inc	1,938	$309,808

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,798,035	47,750	0.0%	Shares	Sole	2026-08-13
2026-03-31	$2,614,312	47,750	+27.6%	Shares	Sole	2026-05-13
2025-12-31	$1,889,718	37,435	+43.7%	Shares	Sole	2026-02-10
2025-09-30	$1,423,645	26,055	+56.5%	Shares	Sole	2025-11-14
2025-06-30	$1,042,913	16,644	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.