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Advocate Investing Services’s Cracker Barrel CBRL Stock Holding History

Advocate Investing Services’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
Q2 		$10.7K Hold
200
– – 0.01% 268
2026
Q1 		$5.62K Hold
200
– – ﹤0.01% 294
2025
Q4 		$5.08K Buy
+200
New +$6.4K ﹤0.01% 283

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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocate Investing Services's CBRL Position: Q2 2026 in Review

Advocate Investing Services held its Cracker Barrel (CBRL) position steady in Q2 2026 at 200 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #268.

Advocate Investing Services first reported a position in CBRL in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

  • Advocate Investing Services held 200 shares of Cracker Barrel worth $10.7K as of Q2 2026.
  • Advocate Investing Services left its Cracker Barrel share count unchanged in Q2 2026.
  • Cracker Barrel made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #268 holding.
  • Advocate Investing Services first reported a position in Cracker Barrel in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.