Carson Advisory’s Cracker Barrel CBRL Stock Holding History

Carson Advisory’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	$351K	Buy	12,502 +602	+5%	+$18.3K	0.18%	116
2025 Q4	$302K	Buy	+11,900	New	+$381K	0.16%	130

Other funds holding CBRL

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

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Advisory's CBRL Position: Q1 2026 in Review

Carson Advisory increased its Cracker Barrel (CBRL) stake by 5.1% in Q1 2026, buying an estimated $18.3K and bringing the position to 12,502 shares worth $351K. The position accounts for 0.18% of the portfolio, ranked #116.

Carson Advisory first reported a position in CBRL in Q4 2025 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold CBRL as of Q1 2026.

Carson Advisory held 12,502 shares of Cracker Barrel worth $351K as of Q1 2026.
Carson Advisory bought 602 Cracker Barrel shares in Q1 2026, an estimated $18.3K.
Cracker Barrel made up 0.18% of Carson Advisory's portfolio in Q1 2026, its #116 holding.
Carson Advisory first reported a position in Cracker Barrel in Q4 2025 and has held it in 2 quarters since.
243 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.