CoreCap Advisors’s Cracker Barrel CBRL Stock Holding History

CoreCap 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	$10.7K	Buy	+200	New	+$6.93K	﹤0.01%	2045
2024 Q3	–	Sell	-74	Closed	-$3.12K	–	2655
2024 Q2	$3.12K	Buy	+74	New	+$3.97K	﹤0.01%	1239
2022 Q4	$12.1K	Buy	+128	New	+$13.3K	﹤0.01%	1482
2022 Q3	–	Sell	-8	Closed	-$1K	–	762
2022 Q2	$1K	Buy	+8	New	+$831	﹤0.01%	1959
2022 Q1	–	Sell	-6	Closed	-$1K	–	776
2021 Q4	$1K	Buy	+6	New	+$801	﹤0.01%	2068

Other funds holding CBRL

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return