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Private Wealth Management Group’s Cracker Barrel CBRL Stock Holding History

Private Wealth Management Group’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
-38
Closed -$1.68K – 1479
2025
Q3 		$1.68K Hold
38
– – ﹤0.01% 1164
2025
Q2 		$2.32K Hold
38
– – ﹤0.01% 1041
2025
Q1 		$1.48K Hold
38
– – ﹤0.01% 1160
2024
Q4 		$2.01K Hold
38
– – ﹤0.01% 1079
2024
Q3 		$1.72K Hold
38
– – ﹤0.01% 1122
2024
Q2 		$1.6K Buy
+38
New +$2.04K ﹤0.01% 1133

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

Private Wealth Management Group's CBRL Position: Q4 2025 in Review

Private Wealth Management Group sold out of Cracker Barrel (CBRL) in Q4 2025, closing a stake of 38 shares — an estimated $1.68K sold.

Private Wealth Management Group first reported a position in CBRL in Q2 2024 and held it in 6 quarters. The position peaked at $2.32K in Q2 2025. 232 funds tracked by Wall St. Rank hold CBRL as of Q4 2025.

  • Private Wealth Management Group reported no remaining Cracker Barrel position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 38 Cracker Barrel shares in Q4 2025, an estimated $1.68K.
  • Private Wealth Management Group first reported a position in Cracker Barrel in Q2 2024 and held it in 6 quarters.
  • Private Wealth Management Group's Cracker Barrel position peaked at $2.32K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.