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Fortis Group Advisors’s Cracker Barrel CBRL Stock Holding History

Fortis Group 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
Q1 		$871 Hold
31
– – ﹤0.01% 522
2025
Q4 		$787 Hold
31
– – ﹤0.01% 522
2025
Q3 		$1.37K Hold
31
– – ﹤0.01% 464
2025
Q2 		$1.89K Hold
31
– – ﹤0.01% 446
2025
Q1 		$1.2K Hold
31
– – ﹤0.01% 433
2024
Q4 		$1.64K Hold
31
– – ﹤0.01% 434
2024
Q3 		$1.41K Hold
31
– – ﹤0.01% 428
2024
Q2 		$1.31K Hold
31
– – ﹤0.01% 433
2024
Q1 		$2.25K Sell
31
-31
-50% -$2.25K ﹤0.01% 432
2023
Q4 		$4.78K Buy
62
+31
+100% +$2.22K ﹤0.01% 362
2023
Q3 		$2.08K Buy
+31
New +$2.6K ﹤0.01% 363
2020
Q3 		$3K Buy
+31
New +$3.63K ﹤0.01% 366

Other funds holding CBRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return