Polen Capital Management — CAKE

How Polen Capital Management's position in Cheesecake Factory Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

2

First reported

Q1 2026

Latest value

$2,648,443

Latest weight

0%

Peak weight

0%

Shares since first

+34.1%

Position Trend

Shares, value, and weight from first report to latest report.

Polen Capital Management first reported 24,822 shares in Q1 2026 and most recently reported 33,297 shares in Q2 2026. Portfolio weight peaked at 0% in Q2 2026; the low reported weight was 0% in Q1 2026.

Since the first report, shares are +34.1% and reported value is +94.9%. Latest move: ADD