Golden State Wealth Management, LLC
Position in CAKE — Cheesecake Factory Inc
CIK 1776033
SANTA ANA, CA
Position in CAKE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$48,837
+$15,385 QoQ
Shares Held
614
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#261
of 342 holders
Holding Since
Dec 2024
7 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, 2026Golden State Wealth Management, LLC holds $2,152,891 across 10 Restaurants names. CAKE ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXRH |
Texas Roadhouse, Inc.
|
4,090 | $790,310 | |
| 2 | MCD |
Mcdonalds Corp
|
2,501 | $676,045 | |
| 3 | SBUX |
Starbucks Corp
|
3,386 | $346,015 | |
| 4 | DRI |
Darden Restaurants Inc
|
1,215 | $250,302 | |
| 5 | CAKE |
Cheesecake Factory Inc
This page
|
614 | $48,837 | |
| 6 | CMG |
Chipotle Mexican Grill Inc
|
884 | $30,056 | |
| 7 | QSR |
Restaurant Brands International Inc.
|
115 | $8,338 | |
| 8 | DPZ |
Dominos Pizza Inc
|
4 | $1,184 |
All Filings in CAKE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,837 | 614 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $33,452 | 611 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $30,742 | 609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,111 | 606 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $37,971 | 606 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $25,789 | 530 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,143 | 530 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||