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 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

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $92.9M AUM 51.42% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's CBRL Position: Q2 2026 in Review

True Wealth Design opened a new position in Cracker Barrel (CBRL) in Q2 2026: 119 shares worth $6.34K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: True Wealth Design previously reported a position in CBRL as recently as Q4 2025.

True Wealth Design first reported a position in CBRL in Q4 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CBRL as of Q2 2026.

True Wealth Design held 119 shares of Cracker Barrel worth $6.34K as of Q2 2026.
Cracker Barrel was a new True Wealth Design position in Q2 2026.
Cracker Barrel made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1234 holding.
True Wealth Design first reported a position in Cracker Barrel in Q4 2025 and has held it in 2 quarters since.
23 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.