Clearstead Advisors’s Cracker Barrel CBRL Stock Holding History

Clearstead Advisors’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	$324K	Buy	6,079 +5,701	+1,508%	+$197K	﹤0.01%	904
2026 Q1	$10.6K	Hold	378	–	–	﹤0.01%	1571
2025 Q4	$9.6K	Sell	378 -5,691	-94%	-$182K	﹤0.01%	1891
2025 Q3	$267K	Sell	6,069 -2,722	-31%	-$157K	﹤0.01%	809
2025 Q2	$537K	Buy	8,791 +818	+10%	+$41.2K	0.01%	594
2025 Q1	$310K	Hold	7,973	–	–	﹤0.01%	700
2024 Q4	$421K	Sell	7,973 -300	-4%	-$14.8K	0.01%	623
2024 Q3	$375K	Hold	8,273	–	–	0.01%	646
2024 Q2	$349K	Buy	8,273 +7,895	+2,089%	+$424K	0.01%	627
2024 Q1	$21.5K	Buy	378 +6	+2%	+$435	﹤0.01%	937
2023 Q4	$28.7K	Buy	372 +7	+2%	+$502	﹤0.01%	878
2023 Q3	$24.5K	Buy	365 +5	+1%	+$420	﹤0.01%	859
2023 Q2	$33.5K	Buy	+360	New	+$37K	﹤0.01%	812
2020 Q3	–	Sell	-325	Closed	-$36K	–	889
2020 Q2	$36K	Buy	+325	New	+$32.2K	﹤0.01%	466

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 $112B AUM 36.28% 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

Clearstead Advisors's CBRL Position: Q2 2026 in Review

Clearstead Advisors increased its Cracker Barrel (CBRL) stake by 1,508% in Q2 2026, buying an estimated $197K and bringing the position to 6,079 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Clearstead Advisors first reported a position in CBRL in Q2 2020 and has held it in 14 quarters since. The position peaked at $537K in Q2 2025. 273 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

Clearstead Advisors held 6,079 shares of Cracker Barrel worth $324K as of Q2 2026.
Clearstead Advisors bought 5,701 Cracker Barrel shares in Q2 2026, an estimated $197K.
Cracker Barrel made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #904 holding.
Clearstead Advisors first reported a position in Cracker Barrel in Q2 2020 and has held it in 14 quarters since.
Clearstead Advisors's Cracker Barrel position peaked at $537K in Q2 2025.
273 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.