CAKE position history
The shares of Cheesecake Factory (CAKE) that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q2: 15,904 shares, $997K, <0.01% of portfolio, New
- 2025 Q3: 14,226 shares, $777K, <0.01% of portfolio, Reduce −10.6%
- 2025 Q4: not held, Exit
- 2026 Q1: 24,822 shares, $1.4M, <0.01% of portfolio, New
- 2026 Q2: 33,297 shares, $2.6M, 0.02% of portfolio, Add +34.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|