Position in CAKE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$37,940
+$11,825 QoQ
Shares Held
477
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#264
of 342 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $791,175 across 20 Restaurants names. CAKE ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,887 | $510,074 | |
| 2 | YUM |
Yum Brands Inc
|
605 | $96,715 | |
| 3 | SBUX |
Starbucks Corp
|
751 | $76,744 | |
| 4 | CAKE |
Cheesecake Factory Inc
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|
477 | $37,940 | |
| 5 | YUMC |
Yum China Holdings, Inc.
|
734 | $29,998 | |
| 6 | DRI |
Darden Restaurants Inc
|
68 | $14,008 | |
| 7 | CMG |
Chipotle Mexican Grill Inc
|
175 | $5,950 | |
| 8 | PZZA |
Papa Johns International Inc
|
113 | $4,155 |
All Filings in CAKE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,940 | 477 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $26,115 | 477 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24,078 | 477 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $26,063 | 477 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,888 | 477 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $23,210 | 477 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $22,628 | 477 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||