Position in CAKE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$11,533
+$3,595 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#293
of 342 holders
Holding Since
Mar 2026
2 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, 2026Cedar Mountain Advisors, LLC holds $782,326 across 11 Restaurants names. CAKE ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,321 | $357,079 | |
| 2 | SBUX |
Starbucks Corp
|
3,271 | $334,263 | |
| 3 | BROS |
Dutch Bros Inc.
|
741 | $53,211 | |
| 4 | QSR |
Restaurant Brands International Inc.
|
168 | $12,181 | |
| 5 | CAKE |
Cheesecake Factory Inc
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|
145 | $11,533 | |
| 6 | BLMN |
Bloomin' Brands, Inc.
|
659 | $6,023 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
30 | $5,796 | |
| 8 | CBRL |
Cracker Barrel Old Country Store, Inc
|
21 | $1,119 |
All Filings in CAKE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,533 | 145 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $7,938 | 145 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||