Position in CAKE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,897
New position
Shares Held
49
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#307
of 342 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Valued Wealth Advisors LLC holds $67,224 across 9 Restaurants names. CAKE ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
76 | $20,543 | |
| 2 | SBUX |
Starbucks Corp
|
160 | $16,350 | |
| 3 | DRI |
Darden Restaurants Inc
|
75 | $15,450 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
117 | $3,978 | |
| 5 | CAKE |
Cheesecake Factory Inc
This page
|
49 | $3,897 | |
| 6 | TXRH |
Texas Roadhouse, Inc.
|
14 | $2,705 | |
| 7 | BJRI |
BJs RESTAURANTS INC
|
30 | $1,822 | |
| 8 | EAT |
Brinker International, Inc
|
10 | $1,680 |
All Filings in CAKE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,897 | 49 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||