HHM Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

HHM 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 Q1	–	Sell	-980	Closed	-$24.9K	–	882
2025 Q4	$24.9K	Sell	980 -67	-6%	-$2.14K	﹤0.01%	462
2025 Q3	$46.1K	Hold	1,047	–	–	0.01%	385
2025 Q2	$64K	Hold	1,047	–	–	0.01%	336
2025 Q1	$40.6K	Hold	1,047	–	–	0.01%	394
2024 Q4	$55.3K	Hold	1,047	–	–	0.01%	336
2024 Q3	$47.5K	Hold	1,047	–	–	0.01%	352
2024 Q2	$44.1K	Hold	1,047	–	–	0.01%	357
2024 Q1	$76.1K	Hold	1,047	–	–	0.01%	242
2023 Q4	$80.7K	Hold	1,047	–	–	0.01%	228
2023 Q3	$70.4K	Hold	1,047	–	–	0.01%	232
2023 Q2	$97.6K	Hold	1,047	–	–	0.02%	210
2023 Q1	$119K	Buy	1,047 +57	+6%	+$6.23K	0.02%	180
2022 Q4	$93.8K	Hold	990	–	–	0.02%	177
2022 Q3	$92K	Hold	990	–	–	0.02%	170
2022 Q2	$83K	Hold	990	–	–	0.02%	206
2022 Q1	$118K	Buy	990 +10	+1%	+$1.24K	0.03%	202
2021 Q4	$126K	Hold	980	–	–	0.03%	189
2021 Q3	$137K	Hold	980	–	–	0.04%	173
2021 Q2	$145K	Hold	980	–	–	0.04%	165
2021 Q1	$169K	Hold	980	–	–	0.05%	130
2020 Q4	$129K	Hold	980	–	–	0.04%	144
2020 Q3	$112K	Hold	980	–	–	0.04%	137
2020 Q2	$109K	Buy	+980	New	+$97.2K	0.05%	128

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HHM Wealth Advisors's CBRL Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Cracker Barrel (CBRL) in Q1 2026, closing a stake of 980 shares — an estimated $24.9K sold.

HHM Wealth Advisors first reported a position in CBRL in Q2 2020 and held it in 23 quarters. The position peaked at $169K in Q1 2021. 243 funds tracked by Wall St. Rank hold CBRL as of Q1 2026.

HHM Wealth Advisors reported no remaining Cracker Barrel position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 980 Cracker Barrel shares in Q1 2026, an estimated $24.9K.
HHM Wealth Advisors first reported a position in Cracker Barrel in Q2 2020 and held it in 23 quarters.
HHM Wealth Advisors's Cracker Barrel position peaked at $169K in Q1 2021.
243 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.