Creative Planning
Position in CBRL — Cracker Barrel Old Country Store, Inc
CIK 1540235
OVERLAND PARK, KS
Position in CBRL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$705,420
+$293,813 QoQ
Shares Held
25,095
+54.9% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.06774257820282924.ToString("F0")%
Shared 0.ToString("F0")%
None 99.93225742179716.ToString("F0")%
Common Shares in CBRL Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $288,745,867 across 29 Restaurants names. CBRL ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
445,841 | $138,562,923 | |
| 2 | SBUX |
Starbucks Corp
|
508,092 | $45,519,961 | |
| 3 | YUM |
Yum Brands Inc
|
146,316 | $22,749,210 | |
| 4 | TXRH |
Texas Roadhouse, Inc.
|
85,140 | $14,060,019 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
420,721 | $13,467,279 | |
| 6 | DRI |
Darden Restaurants Inc
|
42,289 | $8,290,335 | |
| 7 | EAT |
Brinker International, Inc
|
42,824 | $6,113,981 | |
| 8 | DPZ |
Dominos Pizza Inc
|
16,812 | $6,031,977 |
All Filings in CBRL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||