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EverSource Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

EverSource Wealth 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 		$53.8K Buy
1,009
+929
+1,161% +$32.2K ﹤0.01% 1737
2026
Q1 		$2.26K Sell
80
-174
-69% -$5.3K ﹤0.01% 3603
2025
Q4 		$6.46K Buy
254
+210
+477% +$6.72K ﹤0.01% 2998
2025
Q3 		$1.95K Hold
44
– – ﹤0.01% 3518
2025
Q2 		$2.71K Sell
44
-5
-10% -$252 ﹤0.01% 3397
2025
Q1 		$1.92K Sell
49
-86
-64% -$4.33K ﹤0.01% 2950
2024
Q4 		$7.16K Sell
135
-117
-46% -$5.79K ﹤0.01% 2171
2024
Q3 		$11.4K Sell
252
-72
-22% -$2.96K ﹤0.01% 1782
2024
Q2 		$14.9K Buy
324
+50
+18% +$2.68K ﹤0.01% 1659
2024
Q1 		$16K Buy
274
+171
+166% +$12.4K ﹤0.01% 1473
2023
Q4 		$7.94K Buy
+103
New +$7.39K ﹤0.01% 1667
2023
Q3 		– Sell
-99
Closed -$9.22K – 2528
2023
Q2 		$9.22K Buy
+99
New +$10.2K ﹤0.01% 1477
2022
Q4 		– Sell
-747
Closed -$69K – 2321
2022
Q3 		$69K Buy
747
+347
+87% +$34.9K 0.02% 545
2022
Q2 		$33K Hold
400
– – 0.01% 698
2022
Q1 		$47K Hold
400
– – 0.01% 478
2021
Q4 		$51K Buy
+400
New +$53.4K 0.01% 422

Other funds holding CBRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's CBRL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Cracker Barrel (CBRL) stake by 1,161% in Q2 2026, buying an estimated $32.2K and bringing the position to 1,009 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

EverSource Wealth Advisors first reported a position in CBRL in Q4 2021 and has held it in 16 quarters since. The position peaked at $69K in Q3 2022. 273 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

  • EverSource Wealth Advisors held 1,009 shares of Cracker Barrel worth $53.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 929 Cracker Barrel shares in Q2 2026, an estimated $32.2K.
  • Cracker Barrel made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1737 holding.
  • EverSource Wealth Advisors first reported a position in Cracker Barrel in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Cracker Barrel position peaked at $69K in Q3 2022.
  • 273 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.