PWPS
CBRL icon

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
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 $5.72T 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 $95.4B 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 $124B 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 $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's CBRL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Cracker Barrel (CBRL) stake by 18% in Q1 2026, selling an estimated $7.85K and leaving 1,178 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Pinnacle Wealth Planning Services first reported a position in CBRL in Q4 2020 and has held it in 3 quarters since. The position peaked at $97K in Q4 2020. 243 funds tracked by Wall St. Rank hold CBRL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,178 shares of Cracker Barrel worth $33.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 258 Cracker Barrel shares in Q1 2026, an estimated $7.85K.
  • Cracker Barrel made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1435 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cracker Barrel in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Cracker Barrel position peaked at $97K in Q4 2020.
  • 243 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.