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Root Financial Partners’s Cracker Barrel CBRL Stock Holding History

Root Financial Partners’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 		– Sell
-21
Closed -$590 – 873
2026
Q1 		$590 Buy
+21
New +$639 ﹤0.01% 2809

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Root Financial Partners's CBRL Position: Q2 2026 in Review

Root Financial Partners sold out of Cracker Barrel (CBRL) in Q2 2026, closing a stake of 21 shares — an estimated $590 sold.

Root Financial Partners first reported a position in CBRL in Q1 2026 and held it in 1 quarter. The position peaked at $590 in Q1 2026. 60 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

  • Root Financial Partners reported no remaining Cracker Barrel position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 21 Cracker Barrel shares in Q2 2026, an estimated $590.
  • Root Financial Partners first reported a position in Cracker Barrel in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Cracker Barrel position peaked at $590 in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.