Plante Moran Financial Advisors’s Cracker Barrel CBRL Stock Holding History

Plante Moran Financial 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 Q2	$480	Buy	+9	New	+$312	﹤0.01%	1136
2025 Q2	–	Sell	-25	Closed	-$971	–	784
2025 Q1	$971	Buy	+25	New	+$1.26K	﹤0.01%	726
2022 Q4	–	Sell	-52	Closed	-$5K	–	876
2022 Q3	$5K	Buy	+52	New	+$5.23K	﹤0.01%	688
2019 Q3	–	Sell	-5	Closed	-$1K	–	847
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	752
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	741
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	782
2018 Q3	$1K	Sell	5 -1,168	-100%	-$175K	﹤0.01%	723
2018 Q2	$183K	Buy	1,173 +768	+190%	+$124K	0.09%	173
2018 Q1	$64K	Hold	405	–	–	0.03%	303
2017 Q4	$64K	Buy	405 +400	+8,000%	+$62.8K	0.04%	296
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	757
2017 Q2	$1K	Hold	5	–	–	﹤0.01%	776
2017 Q1	$1K	Hold	5	–	–	﹤0.01%	820
2016 Q4	$1K	Hold	5	–	–	﹤0.01%	904
2016 Q3	$1K	Hold	5	–	–	﹤0.01%	885
2016 Q2	$1K	Hold	5	–	–	﹤0.01%	851
2016 Q1	$1K	Buy	+5	New	+$690	﹤0.01%	798

Other funds holding CBRL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's CBRL Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Cracker Barrel (CBRL) in Q2 2026: 9 shares worth $480. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CBRL as recently as Q1 2025.

Plante Moran Financial Advisors first reported a position in CBRL in Q1 2016 and has held it in 17 quarters since. The position peaked at $183K in Q2 2018. 273 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

Plante Moran Financial Advisors held 9 shares of Cracker Barrel worth $480 as of Q2 2026.
Cracker Barrel was a new Plante Moran Financial Advisors position in Q2 2026.
Cracker Barrel made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1136 holding.
Plante Moran Financial Advisors first reported a position in Cracker Barrel in Q1 2016 and has held it in 17 quarters since.
Plante Moran Financial Advisors's Cracker Barrel position peaked at $183K in Q2 2018.
273 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.