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Pinnacle Wealth Planning Services’s Cracker Barrel CBRL Stock Holding History

Pinnacle Wealth Planning Services’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 		$119K Buy
2,229
+1,051
+89% +$36.4K 0.01% 777
2026
Q1 		$33.1K Sell
1,178
-258
-18% -$7.85K ﹤0.01% 1435
2025
Q4 		$36.5K Buy
+1,436
New +$45.9K ﹤0.01% 1403
2021
Q1 		– Sell
-736
Closed -$97K – 613
2020
Q4 		$97K Buy
+736
New +$94.7K 0.02% 477

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 $123B AUM 45.23% 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

Pinnacle Wealth Planning Services's CBRL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cracker Barrel (CBRL) stake by 89% in Q2 2026, buying an estimated $36.4K and bringing the position to 2,229 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #777.

Pinnacle Wealth Planning Services first reported a position in CBRL in Q4 2020 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,229 shares of Cracker Barrel worth $119K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,051 Cracker Barrel shares in Q2 2026, an estimated $36.4K.
  • Cracker Barrel made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #777 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cracker Barrel in Q4 2020 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.