TWD
CBRL icon

True Wealth Design’s Cracker Barrel CBRL Stock Holding History

True Wealth Design’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
Q3 		$6.26K Hold
119
– – ﹤0.01% 1255
2026
Q2 		$6.34K Buy
+119
New +$4.12K ﹤0.01% 1234
2026
Q1 		– Sell
-36
Closed -$915 – 2718
2025
Q4 		$915 Buy
+36
New +$1.15K ﹤0.01% 1736

Other funds holding CBRL

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

True Wealth Design's CBRL Position: Q3 2026 in Review

True Wealth Design held its Cracker Barrel (CBRL) position steady in Q3 2026 at 119 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

True Wealth Design first reported a position in CBRL in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.34K in Q2 2026. 21 funds tracked by Wall St. Rank hold CBRL as of Q3 2026.

  • True Wealth Design held 119 shares of Cracker Barrel worth $6.26K as of Q3 2026.
  • True Wealth Design left its Cracker Barrel share count unchanged in Q3 2026.
  • Cracker Barrel made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1255 holding.
  • True Wealth Design first reported a position in Cracker Barrel in Q4 2025 and has held it in 3 quarters since.
  • True Wealth Design's Cracker Barrel position peaked at $6.34K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Cracker Barrel as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.