Avior Wealth Management’s Cracker Barrel CBRL Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-14	Closed	-$740	–	984
2024 Q4	$740	Hold	14	–	–	﹤0.01%	2238
2024 Q3	$634	Hold	14	–	–	﹤0.01%	2138
2024 Q2	$590	Sell	14 -4	-22%	-$215	﹤0.01%	2097
2024 Q1	$1.31K	Buy	18 +4	+29%	+$290	﹤0.01%	2347
2023 Q4	$1.08K	Hold	14	–	–	﹤0.01%	1366
2023 Q3	$940	Hold	14	–	–	﹤0.01%	1452
2023 Q2	$1.3K	Hold	14	–	–	﹤0.01%	1398
2023 Q1	$1.59K	Hold	14	–	–	﹤0.01%	1418
2022 Q4	$1.33K	Hold	14	–	–	﹤0.01%	1089
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	1061
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	977
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	1014
2021 Q4	$1K	Buy	+14	New	+$1.87K	﹤0.01%	1006

Other funds holding CBRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avior Wealth Management's CBRL Position: Q1 2025 in Review

Avior Wealth Management sold out of Cracker Barrel (CBRL) in Q1 2025, closing a stake of 14 shares — an estimated $740 sold.

Avior Wealth Management first reported a position in CBRL in Q4 2021 and held it in 13 quarters. The position peaked at $1.59K in Q1 2023. 264 funds tracked by Wall St. Rank hold CBRL as of Q1 2025.

Avior Wealth Management reported no remaining Cracker Barrel position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 14 Cracker Barrel shares in Q1 2025, an estimated $740.
Avior Wealth Management first reported a position in Cracker Barrel in Q4 2021 and held it in 13 quarters.
Avior Wealth Management's Cracker Barrel position peaked at $1.59K in Q1 2023.
264 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.