ELEVATION POINT WEALTH PARTNERS, LLC
Position in CAKE — Cheesecake Factory Inc
CIK 1744349
DENVER, CO
Position in CAKE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,042,212
+$323,564 QoQ
Shares Held
13,103
-0.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#144
of 342 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAKE Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,592,238 across 10 Restaurants names. CAKE ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
36,036 | $9,740,891 | |
| 2 | SBUX |
Starbucks Corp
|
39,440 | $4,030,373 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
35,506 | $1,207,204 | |
| 4 | DRI |
Darden Restaurants Inc
|
5,611 | $1,155,922 | |
| 5 | CAKE |
Cheesecake Factory Inc
This page
|
13,103 | $1,042,212 | |
| 6 | YUM |
Yum Brands Inc
|
6,080 | $971,948 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
2,876 | $555,729 | |
| 8 | BROS |
Dutch Bros Inc.
|
6,109 | $438,687 |
All Filings in CAKE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,212 | 13,103 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $718,648 | 13,126 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $768,894 | 14,072 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $768,650 | 12,267 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $596,912 | 12,267 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $503,006 | 10,603 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $429,951 | 10,603 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $416,591 | 10,603 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $383,298 | 10,603 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $312,359 | 8,922 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $270,336 | 8,922 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $308,522 | 8,922 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||