Bogart Wealth LLC
CBRL icon

Bogart Wealth LLC’s Cracker Barrel CBRL Stock Holding History

Bogart Wealth 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
Q2 		$5.33K Hold
100
– – ﹤0.01% 1189
2026
Q1 		$2.81K Hold
100
– – ﹤0.01% 1203
2025
Q4 		$2.54K Hold
100
– – ﹤0.01% 1137
2025
Q3 		$4.41K Hold
100
– – ﹤0.01% 1003
2025
Q2 		$6.11K Hold
100
– – ﹤0.01% 897
2025
Q1 		$3.88K Hold
100
– – ﹤0.01% 951
2024
Q4 		$5.29K Hold
100
– – ﹤0.01% 869
2024
Q3 		$4.54K Hold
100
– – ﹤0.01% 851
2024
Q2 		$4.22K Buy
+100
New +$5.37K ﹤0.01% 821

Other funds holding CBRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $123B AUM 45.23% 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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CBRL Position: Q2 2026 in Review

Bogart Wealth LLC held its Cracker Barrel (CBRL) position steady in Q2 2026 at 100 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Bogart Wealth LLC first reported a position in CBRL in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.11K in Q2 2025. 272 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

  • Bogart Wealth LLC held 100 shares of Cracker Barrel worth $5.33K as of Q2 2026.
  • Bogart Wealth LLC left its Cracker Barrel share count unchanged in Q2 2026.
  • Cracker Barrel made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1189 holding.
  • Bogart Wealth LLC first reported a position in Cracker Barrel in Q2 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's Cracker Barrel position peaked at $6.11K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.