Creative Planning
Position in CBRL — Cracker Barrel Old Country Store, Inc
CIK 1540235
OVERLAND PARK, KS
Position in CBRL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,284,345
+$2,578,925 QoQ
Shares Held
61,620
+145.5% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 273 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBRL Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $302,703,227 across 28 Restaurants names. CBRL ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
414,358 | $112,005,110 | |
| 2 | SBUX |
Starbucks Corp
|
579,189 | $59,187,323 | |
| 3 | YUM |
Yum Brands Inc
|
142,118 | $22,718,982 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
103,968 | $20,089,736 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
391,711 | $13,318,174 | |
| 6 | EAT |
Brinker International, Inc
|
56,746 | $9,533,328 | |
| 7 | DRI |
Darden Restaurants Inc
|
45,924 | $9,460,802 | |
| 8 | DPZ |
Dominos Pizza Inc
|
31,670 | $9,375,586 |
All Filings in CBRL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,284,345 | 61,620 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $705,420 | 25,095 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $411,607 | 16,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $653,982 | 14,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $712,620 | 11,667 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $449,535 | 11,580 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $811,083 | 15,344 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $625,784 | 13,799 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $533,154 | 12,646 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $861,268 | 11,842 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,091,838 | 14,165 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $804,316 | 11,969 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,273,025 | 13,662 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,467,257 | 12,916 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,234,935 | 13,035 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,216,501 | 13,140 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,007,056 | 12,062 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,431,765 | 12,059 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,555,128 | 12,089 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,690,525 | 12,089 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,791,021 | 12,064 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,052,604 | 11,873 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,788,835 | 13,560 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,597,901 | 13,936 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,605,533 | 14,476 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,198,867 | 14,406 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||