Rothwell Investment Advisors, LLC’s Cracker Barrel CBRL Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio CBRL Stock Details CBRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.79K	Buy	+72	New	+$3.84K	﹤0.01%	958

Other funds holding CBRL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CBRL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Cracker Barrel (CBRL) in Q3 2026: 72 shares worth $3.79K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings.

108 funds tracked by Wall St. Rank hold CBRL as of Q3 2026.

Rothwell Investment Advisors, LLC held 72 shares of Cracker Barrel worth $3.79K as of Q3 2026.
Cracker Barrel was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Cracker Barrel made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #958 holding.
108 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.