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CAKECAKE
9 quarters

Position history for MORGAN STANLEYMORGAN STANLEY's holdings in CHEESECAKE FACTORY INC

Yes. Morgan Stanley holds 859,373 shares of CAKE (Cheesecake Factory), worth $68.4M, as of its Q2 2026 13F filing. It reduced the position by 179,571 shares (-17.3%) from Q1 2026. Morgan Stanley has held CAKE in every 13F on record since Q2 2024, 9 quarterly filings.

Current Value

$68.4M

Current Shares

859,373

Total Value Change

+$38.2M

Total Shares Change

+93,115

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
859,373
-17.3%
$68.4M0.0%$79.33
0
2026-Q1
Decreased
1M
-9.3%
$56.9M0.0%$54.33
0
2025-Q4
Increased
1.1M
+13.6%
$57.8M0.0%$49.86
33
2025-Q3
Increased
1M
+0.1%
$55.1M0.0%$53.66
29
2025-Q2
Increased
1M
+82.4%
$63.1M0.0%$61.27
45
2025-Q1
Decreased
552,286
-12.9%
$26.9M0.0%$47.34
0
2024-Q4
Decreased
634,224
-19.5%
$30.1M0.0%$45.90
0
2024-Q3
Increased
788,035
+2.8%
$32M0.0%$39.02
30
2024-Q2
First report
766,258
-
$30.1M0.0%$37.52
0

Other major holders of CAKE: BlackRock, Inc., FMR LLC

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