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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
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 $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's CBRL Position: Q1 2026 in Review

Bogart Wealth LLC held its Cracker Barrel (CBRL) position steady in Q1 2026 at 100 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Bogart Wealth LLC first reported a position in CBRL in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.11K in Q2 2025. 243 funds tracked by Wall St. Rank hold CBRL as of Q1 2026.

  • Bogart Wealth LLC held 100 shares of Cracker Barrel worth $2.81K as of Q1 2026.
  • Bogart Wealth LLC left its Cracker Barrel share count unchanged in Q1 2026.
  • Cracker Barrel made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1203 holding.
  • Bogart Wealth LLC first reported a position in Cracker Barrel in Q2 2024 and has held it in 8 quarters since.
  • Bogart Wealth LLC's Cracker Barrel position peaked at $6.11K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.