AE Wealth Management’s Cracker Barrel CBRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $201K | Buy |
+7,157
| New | +$218K | ﹤0.01% | 1600 |
|
|
2025
Q4 | – | Sell |
-6,152
| Closed | -$271K | – | 2467 |
|
|
2025
Q3 | $271K | Buy |
6,152
+1,582
| +35% | +$91.4K | ﹤0.01% | 1233 |
|
|
2025
Q2 | $279K | Buy |
+4,570
| New | +$230K | ﹤0.01% | 1145 |
|
|
2024
Q1 | – | Sell |
-3,208
| Closed | -$246K | – | 1274 |
|
|
2023
Q4 | $246K | Buy |
+3,208
| New | +$230K | ﹤0.01% | 1805 |
|
|
2023
Q3 | – | Sell |
-2,696
| Closed | -$251K | – | 1964 |
|
|
2023
Q2 | $251K | Buy |
2,696
+168
| +7% | +$17.3K | ﹤0.01% | 1670 |
|
|
2023
Q1 | $287K | Sell |
2,528
-12,665
| -83% | -$1.38M | ﹤0.01% | 1573 |
|
|
2022
Q4 | $1.44M | Buy |
15,193
+463
| +3% | +$48.2K | 0.01% | 859 |
|
|
2022
Q3 | $1.36M | Buy |
+14,730
| New | +$1.48M | 0.01% | 825 |
|
|
2022
Q2 | – | Sell |
-2,424
| Closed | -$288K | – | 1729 |
|
|
2022
Q1 | $288K | Buy |
2,424
+196
| +9% | +$24.3K | ﹤0.01% | 1436 |
|
|
2021
Q4 | $287K | Sell |
2,228
-241
| -10% | -$32.2K | ﹤0.01% | 1467 |
|
|
2021
Q3 | $345K | Buy |
2,469
+348
| +16% | +$48.7K | ﹤0.01% | 1306 |
|
|
2021
Q2 | $315K | Buy |
2,121
+29
| +1% | +$4.67K | ﹤0.01% | 1327 |
|
|
2021
Q1 | $362K | Sell |
2,092
-218
| -9% | -$33.2K | ﹤0.01% | 1188 |
|
|
2020
Q4 | $305K | Sell |
2,310
-100
| -4% | -$12.9K | ﹤0.01% | 1141 |
|
|
2020
Q3 | $276K | Sell |
2,410
-5,247
| -69% | -$615K | ﹤0.01% | 1067 |
|
|
2020
Q2 | $849K | Buy |
7,657
+916
| +14% | +$90.8K | 0.01% | 679 |
|
|
2020
Q1 | $561K | Buy |
6,741
+4,050
| +151% | +$556K | 0.01% | 642 |
|
|
2019
Q4 | $414K | Buy |
2,691
+129
| +5% | +$20.3K | 0.01% | 794 |
|
|
2019
Q3 | $417K | Buy |
2,562
+274
| +12% | +$46.1K | 0.01% | 672 |
|
|
2019
Q2 | $391K | Buy |
2,288
+112
| +5% | +$18.3K | 0.01% | 656 |
|
|
2019
Q1 | $352K | Sell |
2,176
-31
| -1% | -$5.1K | 0.02% | 420 |
|
|
2018
Q4 | $353K | Sell |
2,207
-38
| -2% | -$6.25K | 0.06% | 313 |
|
|
2018
Q3 | $330K | Buy |
2,245
+245
| +12% | +$36.7K | 0.02% | 420 |
|
|
2018
Q2 | $312K | Buy |
2,000
+517
| +35% | +$83.5K | 0.02% | 320 |
|
|
2018
Q1 | $236K | Buy |
1,483
+116
| +8% | +$19.2K | 0.02% | 368 |
|
|
2017
Q4 | $217K | Sell |
1,367
-679
| -33% | -$107K | 0.02% | 381 |
|
|
2017
Q3 | $310K | Sell |
2,046
-146
| -7% | -$22.3K | 0.03% | 302 |
|
|
2017
Q2 | $367K | Buy |
2,192
+215
| +11% | +$35K | 0.04% | 266 |
|
|
2017
Q1 | $315K | Buy |
+1,977
| New | +$316K | 0.06% | 210 |
|
Other funds holding CBRL
GC
VCM
AE Wealth Management's CBRL Position: Q1 2026 in Review
AE Wealth Management opened a new position in Cracker Barrel (CBRL) in Q1 2026: 7,157 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1600 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CBRL as recently as Q3 2025.
AE Wealth Management first reported a position in CBRL in Q1 2017 and has held it in 29 quarters since. The position peaked at $1.44M in Q4 2022. 243 funds tracked by Wall St. Rank hold CBRL as of Q1 2026.
- AE Wealth Management held 7,157 shares of Cracker Barrel worth $201K as of Q1 2026.
- Cracker Barrel was a new AE Wealth Management position in Q1 2026.
- Cracker Barrel made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1600 holding.
- AE Wealth Management first reported a position in Cracker Barrel in Q1 2017 and has held it in 29 quarters since.
- AE Wealth Management's Cracker Barrel position peaked at $1.44M in Q4 2022.
- 243 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.