JEPPSON WEALTH MANAGEMENT, LLC

Position in CAKE — Cheesecake Factory Inc

CIK 1831263 MANHATTAN BEACH, CA

Position in CAKE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$725,484

+$226,219 QoQ

Shares Held

9,121

+0.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#167

of 342 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $3,139,924 across 5 Restaurants names. CAKE ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	3,708	$1,002,309
2	CAKE	Cheesecake Factory Inc This page	9,121	$725,484
3	SBUX	Starbucks Corp	5,783	$590,964
4	DRI	Darden Restaurants Inc	2,740	$564,467
5	CMG	Chipotle Mexican Grill Inc	7,550	$256,700

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,484	9,121	+0.0%	Shares	Sole	2026-08-04
2026-03-31	$499,265	9,119	+0.0%	Shares	Sole	2026-04-14
2025-12-31	$460,276	9,118	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$498,098	9,116	-3.7%	Shares	Sole	2025-10-15
2025-06-30	$593,014	9,464	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$460,226	9,458	+0.1%	Shares	Sole	2025-04-24
2024-12-31	$448,355	9,451	-0.2%	Shares	Sole	2025-01-22
2024-09-30	$383,967	9,469	+0.0%	Shares	Sole	2024-11-05
2024-06-30	$371,958	9,467	-0.7%	Shares	Sole	2024-08-05
2024-03-31	$344,509	9,530	-4.4%	Shares	Sole	2024-04-17
2023-12-31	$349,119	9,972	+37.7%	Shares	Sole	2024-01-11
2023-09-30	$219,462	7,243	+3.8%	Shares	Sole	2023-10-25
2023-06-30	$241,230	6,976	-1.9%	Shares	Sole	2023-07-31
2023-03-31	$249,310	7,113	-4.5%	Shares	Sole	2023-04-28
2022-12-31	$236,271	7,451	-2.6%	Shares	Sole	2023-01-27
2022-09-30	$223,962	7,649	+37.4%	Shares	Sole	2022-10-20
2022-03-31	$221,510	5,567	+62.3%	Shares	Sole	2022-04-27
2020-09-30	$95,148	3,430	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.