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 Q2	–	Sell	-12,502	Closed	-$351K	–	205
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 $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Advisory's CBRL Position: Q2 2026 in Review

Carson Advisory sold out of Cracker Barrel (CBRL) in Q2 2026, closing a stake of 12,502 shares — an estimated $351K sold.

Carson Advisory first reported a position in CBRL in Q4 2025 and held it in 2 quarters. The position peaked at $351K in Q1 2026. 273 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

Carson Advisory reported no remaining Cracker Barrel position as of Q2 2026 after selling out during the quarter.
Carson Advisory sold 12,502 Cracker Barrel shares in Q2 2026, an estimated $351K.
Carson Advisory first reported a position in Cracker Barrel in Q4 2025 and held it in 2 quarters.
Carson Advisory's Cracker Barrel position peaked at $351K in Q1 2026.
273 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.