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Spire Wealth Management’s Cracker Barrel CBRL Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-23
Closed -$1.22K – 2483
2024
Q4 		$1.22K Hold
23
– – ﹤0.01% 2337
2024
Q3 		$1.04K Sell
23
-1
-4% -$41 ﹤0.01% 2089
2024
Q2 		$1.01K Buy
+24
New +$1.29K ﹤0.01% 2118
2024
Q1 		– Sell
-23
Closed -$1.69K – 2317
2023
Q4 		$1.69K Buy
+23
New +$1.65K ﹤0.01% 2175
2023
Q1 		– Sell
-39
Closed -$4K – 2490
2022
Q4 		$4K Buy
+39
New +$4.06K ﹤0.01% 1871
2022
Q2 		– Sell
-50
Closed -$6K – 2674
2022
Q1 		$6K Hold
50
– – ﹤0.01% 2179
2021
Q4 		$6K Hold
50
– – ﹤0.01% 2510
2021
Q3 		$7K Sell
50
-50
-50% -$7K ﹤0.01% 2183
2021
Q2 		$15K Sell
100
-226
-69% -$36.4K ﹤0.01% 1979
2021
Q1 		$56K Buy
+326
New +$49.6K ﹤0.01% 1671

Other funds holding CBRL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Spire Wealth Management's CBRL Position: Q1 2025 in Review

Spire Wealth Management sold out of Cracker Barrel (CBRL) in Q1 2025, closing a stake of 23 shares — an estimated $1.22K sold.

Spire Wealth Management first reported a position in CBRL in Q1 2021 and held it in 10 quarters. The position peaked at $56K in Q1 2021. 264 funds tracked by Wall St. Rank hold CBRL as of Q1 2025.

  • Spire Wealth Management reported no remaining Cracker Barrel position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 23 Cracker Barrel shares in Q1 2025, an estimated $1.22K.
  • Spire Wealth Management first reported a position in Cracker Barrel in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Cracker Barrel position peaked at $56K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.