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Institute for Wealth Management’s Cracker Barrel CBRL Stock Holding History

Institute for Wealth Management’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 		$1.07K Buy
+20
New +$693 ﹤0.01% 1651

Other funds holding CBRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Institute for Wealth Management's CBRL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cracker Barrel (CBRL) in Q2 2026: 20 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings.

104 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

  • Institute for Wealth Management held 20 shares of Cracker Barrel worth $1.07K as of Q2 2026.
  • Cracker Barrel was a new Institute for Wealth Management position in Q2 2026.
  • Cracker Barrel made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1651 holding.
  • 104 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.