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Marshall & Sterling Wealth Advisors’s Cracker Barrel CBRL Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-23
Closed -$1.01K – 383
2025
Q3 		$1.01K Hold
23
– – ﹤0.01% 597
2025
Q2 		$1.41K Hold
23
– – ﹤0.01% 564
2025
Q1 		$893 Hold
23
– – ﹤0.01% 594
2024
Q4 		$1.22K Buy
+23
New +$1.14K ﹤0.01% 327

Other funds holding CBRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CBRL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Cracker Barrel (CBRL) in Q4 2025, closing a stake of 23 shares — an estimated $1.01K sold.

Marshall & Sterling Wealth Advisors first reported a position in CBRL in Q4 2024 and held it in 4 quarters. The position peaked at $1.41K in Q2 2025. 232 funds tracked by Wall St. Rank hold CBRL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Cracker Barrel position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 23 Cracker Barrel shares in Q4 2025, an estimated $1.01K.
  • Marshall & Sterling Wealth Advisors first reported a position in Cracker Barrel in Q4 2024 and held it in 4 quarters.
  • Marshall & Sterling Wealth Advisors's Cracker Barrel position peaked at $1.41K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.