Creative Financial Designs’s Cracker Barrel CBRL Stock Holding History

Creative Financial Designs’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
2025 Q2	–	Sell	-26	Closed	-$999	–	2037
2025 Q1	$999	Hold	26	–	–	﹤0.01%	1775
2024 Q4	$1.35K	Buy	26 +1	+4%	+$49	﹤0.01%	1660
2024 Q3	$1.16K	Buy	25 +22	+733%	+$906	﹤0.01%	1572
2024 Q2	$146	Hold	3	–	–	﹤0.01%	1617
2024 Q1	$246	Hold	3	–	–	﹤0.01%	1619
2023 Q4	$257	Hold	3	–	–	﹤0.01%	1563
2023 Q3	$220	Hold	3	–	–	﹤0.01%	1465
2023 Q2	$300	Sell	3 -10	-77%	-$1.03K	﹤0.01%	1432
2023 Q1	$1.5K	Hold	13	–	–	﹤0.01%	1278
2022 Q4	$1.25K	Hold	13	–	–	﹤0.01%	1194
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	1211
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	1171
2022 Q1	$2K	Buy	13 +10	+333%	+$1.24K	﹤0.01%	1153
2021 Q4	$0	Buy	+3	New	+$400	﹤0.01%	1238

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Creative Financial Designs's CBRL Position: Q2 2025 in Review

Creative Financial Designs sold out of Cracker Barrel (CBRL) in Q2 2025, closing a stake of 26 shares — an estimated $999 sold.

Creative Financial Designs first reported a position in CBRL in Q4 2021 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 271 funds tracked by Wall St. Rank hold CBRL as of Q2 2025.

Creative Financial Designs reported no remaining Cracker Barrel position as of Q2 2025 after selling out during the quarter.
Creative Financial Designs sold 26 Cracker Barrel shares in Q2 2025, an estimated $999.
Creative Financial Designs first reported a position in Cracker Barrel in Q4 2021 and held it in 14 quarters.
Creative Financial Designs's Cracker Barrel position peaked at $2K in Q1 2022.
271 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2025.

Based on Creative Financial Designs's 13F filing for Q2 2025, filed 4 Aug 2025.