CBRLNasdaqRetail-Eating PlacesFiscal year ends July 31
CRACKER BARREL OLD COUNTRY STORE, INC
Financials through Q4 FY2026, quarter ended Jul 31, 2026Last filing: 10-K on Sep 25, 2026
$69.02+0.05 (+0.07%)
Close on Oct 19, 2026
- Market cap
- $1.56B
- P/E (TTM)
- 49.3
- Dividend yield
- 1.45%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
22M of 22M shares
Institutional holders
273
64 new, 32 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 14 sales
Net sold $17.31M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,317,812 | 14.90% | 13G (passive) amendment | Mar 31, 2025 |
| GMT Capital Corp. | 2,745,093 | 12.33% | 13G (passive) | Apr 30, 2025 |
| David E. Shaw | 1,631,772 | 7.30% | 13G (passive) amendment | Jul 6, 2026 |
| Vanguard Capital Management | 1,141,327 | 5.10% | 13G (passive) | Mar 31, 2026 |
| D. E. Shaw & Co., L.P. | 1,136,847 | 5.10% | 13G (passive) | Jun 12, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CBRL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,554,653 | 15.90% | $189.46M | +176,211 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,437,588 | 6.43% | $76.62M | +1,370,657 | 0.04% |
| American Century Companies Inc | 1,053,539 | 4.71% | $56.15M | +81,949 | 0.02% |
| Allianz Asset Management GmbH | 1,041,589 | 4.66% | $55.52M | −32,208 | 0.05% |
| Vanguard Capital Management LLC | 990,795 | 4.43% | $52.81M | +11,357 | 0.00% |
| Two Sigma Investments, LP | 980,280 | 4.39% | $52.25M | +296,714 | 0.04% |
| State Street Corp | 899,950 | 4.03% | $47.97M | +42,731 | 0.00% |
| Charles Schwab Investment Management Inc | 682,102 | 3.05% | $36.36M | +35,545 | 0.00% |
| Federated Hermes, Inc. | 599,454 | 2.68% | $31.95M | +540,852 | 0.05% |
| Geode Capital Management, LLC | 596,331 | 2.67% | $31.79M | +37,803 | 0.00% |
| Vanguard Portfolio Management LLC | 569,608 | 2.55% | $30.36M | +26,107 | 0.00% |
| Gmt Capital Corp | 545,200 | 2.44% | $29.06M | −1,045,500 | 1.51% |
| Nuveen, LLC | 411,062 | 1.84% | $21.91M | +342,843 | 0.01% |
| Goldman Sachs Group Inc | 376,252 | 1.68% | $20.05M | +203,444 | 0.00% |
| Aqr Capital Management LLC | 361,583 | 1.62% | $19.27M | +297,322 | 0.01% |
| Commonwealth Equity Services, LLC | 348,116 | 1.56% | $18.55M | +48,221 | 0.02% |
| Invesco Ltd. | 330,292 | 1.48% | $17.60M | −50,336 | 0.00% |
| UBS Group AG | 326,380 | 1.46% | $17.40M | −40,422 | 0.00% |
| Wellington Management Group Llp | 301,136 | 1.35% | $16.05M | +32,815 | 0.00% |
| Millennium Management LLC | 295,019 | 1.32% | $15.72M | +285,915 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 273 | 22M | 100.0% | 64 / 87 | 71 / 32 | 6M | 3M |
| Q1 2026 | 244 | 20M | 89.5% | 54 / 71 | 63 / 36 | 5M | 5M |
| Q4 2025 | 232 | 22M | 97.9% | 48 / 75 | 75 / 57 | 5M | 6M |
| Q3 2025 | 249 | 24M | 100.0% | 44 / 77 | 79 / 65 | 4M | 6M |
| Q2 2025 | 271 | 26M | 100.0% | 51 / 90 | 83 / 43 | 6M | 4M |
| Q1 2025 | 264 | 23M | 100.0% | 55 / 72 | 88 / 41 | 5M | 3M |
| Q4 2024 | 253 | 21M | 96.2% | 39 / 79 | 78 / 43 | 3M | 1M |
| Q3 2024 | 260 | 20M | 87.9% | 43 / 67 | 101 / 54 | 6M | 4M |
| Q2 2024 | 276 | 22M | 97.2% | 42 / 106 | 78 / 58 | 3M | 3M |
| Q1 2024 | 295 | 23M | 100.0% | 33 / 96 | 111 / 35 | 2M | 2M |
| Q4 2023 | 298 | 22M | 97.8% | 57 / 107 | 86 / 46 | 3M | 1M |
| Q3 2023 | 290 | 20M | 91.4% | 33 / 99 | 98 / 48 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CBRL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,346,892 | 6.03% | $71.79M | 0.06% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 863,862 | 3.86% | $29.22M | 0.11% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 711,112 | 3.18% | $37.90M | 0.00% | Jun 30, 2026 |
| PIMCO RAE US Small Fund | 671,976 | 3.01% | $35.82M | 0.95% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 595,891 | 2.67% | $31.76M | 0.04% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 298,212 | 1.33% | $10.09M | 0.11% | May 31, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 295,807 | 1.32% | $16.68M | 0.74% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 256,426 | 1.15% | $13.67M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 248,744 | 1.11% | $14.03M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 213,178 | 0.95% | $11.36M | 0.08% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 208,806 | 0.93% | $11.13M | 0.01% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 208,620 | 0.93% | $11.12M | 0.10% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 205,001 | 0.92% | $10.93M | 0.06% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 192,196 | 0.86% | $10.24M | 0.13% | Jun 30, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 145,428 | 0.65% | $8.20M | 0.30% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David J. Deno | President and CEO, Director | 43,511 | 0.19% | Sep 22, 2026 |
| Julie D. Masino | CEO, Director | 81,971 | 0.37% | Aug 10, 2026 |
| Craig Pommells | SVP & CFO | 49,910 | 0.22% | Sep 22, 2026 |
| Jennifer Lankford | SVP and General Counsel | 5,116 | 0.02% | Sep 22, 2026 |
| Jim Mark Spurgin | SVP Chief Supply Chain Officer | 10,383 | 0.05% | Sep 22, 2026 |
| Bruce Hoffmeister | SVP, Chief Information Officer | 15,708 | 0.07% | Sep 22, 2026 |
| Chad Crawford | SVP, Culinary & Menu Strategy | 8,015 | 0.04% | Sep 22, 2026 |
| Heather Hager | SVP, Retail | 3,728 | 0.02% | Sep 22, 2026 |
| Donna Roberts | SVP, Chief HR Officer | 50,941 | 0.23% | Sep 22, 2026 |
| Sarah O. Moore | SVP & Chief Marketing Officer | 7,007 | 0.03% | Sep 22, 2026 |
| Doug Hisel | SVP, Store Operations | 25,843 | 0.12% | Sep 22, 2026 |
| Christopher Bryant Edwards | SVP, Chief Strategy Officer | 5,890 | 0.03% | Oct 1, 2025 |
| Laura A. Daily | SVP,Chief Merch/Retail Supply | 24,539 | 0.11% | Oct 1, 2025 |
| Richard M. Wolfson | SVP & Generral Counsel | 26,204 | 0.12% | Oct 1, 2025 |
| Cammie Schaefer | SVP Operations | 20,392 | 0.09% | Oct 1, 2025 |
| Jody L. Bilney | Director | 11,591 | 0.05% | Nov 24, 2025 |
| John W. Garratt | Director | 9,933 | 0.04% | Nov 24, 2025 |
| Cheryl Janet Henry | Director | 9,816 | 0.04% | Nov 24, 2025 |
| Gisel Ruiz | Director | 13,213 | 0.06% | Nov 24, 2025 |
| Michael Goodwin | Director | 8,328 | 0.04% | Nov 24, 2025 |
| Darryl L. Wade | Director | 12,666 | 0.06% | Nov 24, 2025 |
| Carl T. Berquist | Director | 21,864 | 0.10% | Nov 24, 2025 |
| Stephen P. Bramlage JR | Director | 6,678 | 0.03% | Nov 24, 2025 |
| Gilbert Raymond Davila | Director | 8,036 | 0.04% | Nov 25, 2024 |
| Meg Crofton | Director | 9,928 | 0.04% | Nov 25, 2024 |
| Bay Resource Partners Offshore Master Fund, L.P. | 10% owner | 2,197,800 | 9.83% | Jan 6, 2026 |
| Thomas E. Claugus | 10% owner | 2,240,200 | 10.02% | Jan 6, 2026 |
| Ii Resource Partners Lp Bay | 10% owner | 2,282,600 | 10.21% | Jan 6, 2026 |
| Resource Partners Lp Bay | 10% owner | 2,325,000 | 10.40% | Jan 6, 2026 |
| Capital Corp Gmt | 10% owner | 2,452,200 | 10.97% | Jan 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Doug Hisel SVP, Store Operations | Sep 18, 2026 | Award | +3,883 | – | – | 25,843 |
| Sarah O. Moore SVP & Chief Marketing Officer | Sep 18, 2026 | Award | +3,772 | – | – | 7,007 |
| Donna Roberts SVP, Chief HR Officer | Sep 18, 2026 | Award | +22,192 | – | – | 50,941 |
| Donna Roberts SVP, Chief HR Officer | Sep 18, 2026 | Award | +6,125 | – | – | 28,749 |
| Heather Hager SVP, Retail | Sep 18, 2026 | Award | +3,728 | – | – | 3,728 |
| Chad Crawford SVP, Culinary & Menu Strategy | Sep 18, 2026 | Award | +4,438 | – | – | 8,015 |
| Chad Crawford SVP, Culinary & Menu Strategy | Sep 18, 2026 | Award | +3,577 | – | – | 3,577 |
| David J. Deno President and CEO, Director | Sep 18, 2026 | Award | +39,946 | – | – | 43,511 |
| Jim Mark Spurgin SVP Chief Supply Chain Officer | Sep 18, 2026 | Award | +4,244 | – | – | 10,383 |
| Jennifer Lankford SVP and General Counsel | Sep 18, 2026 | Award | +3,728 | – | – | 5,116 |
| Craig Pommells SVP & CFO | Sep 18, 2026 | Award | +12,261 | – | – | 49,910 |
| Bruce Hoffmeister SVP, Chief Information Officer | Sep 18, 2026 | Award | +5,165 | – | – | 15,708 |
| David J. Deno President and CEO, Director | Aug 10, 2026 | Award | +3,565 | – | – | 3,565 |
| Julie D. Masino CEO, Director | Aug 7, 2026 | Tax withholding | −688 | $57.79 | $39.76K | 81,971 |
| Doug Hisel SVP, Store Operations | Jul 30, 2026 | Award | +17,519 | – | – | 21,960 |
| Jennifer Lankford SVP and General Counsel | May 4, 2026 | Award | +1,021 | $29.08 | $29.69K | 1,388 |
| Doug Hisel SVP, Store Operations | Mar 9, 2026 | Award | +1,084 | $29.08 | $31.52K | 4,441 |
| Jim Mark Spurgin SVP Chief Supply Chain Officer | Jan 17, 2026 | Tax withholding | −318 | $32.76 | $10.42K | 6,139 |
| Bay Resource Partners Offshore Master Fund, L.P. 10% owner | Jan 5, 2026 | Sale | −42,400 | $27.10 | $1.15M | 2,197,800 |
| Thomas E. Claugus 10% owner | Dec 29, 2025 | Sale | −42,400 | $25.56 | $1.08M | 2,240,200 |
| Ii Resource Partners Lp Bay 10% owner | Dec 23, 2025 | Sale | −42,400 | $26.03 | $1.10M | 2,282,600 |
| Resource Partners Lp Bay 10% owner | Dec 19, 2025 | Sale | −42,400 | $26.37 | $1.12M | 2,325,000 |
| Bay Resource Partners Offshore Master Fund, L.P. 10% owner | Dec 17, 2025 | Sale | −42,400 | $26.85 | $1.14M | 2,367,400 |
| Bay Resource Partners Offshore Master Fund, L.P. 10% owner | Dec 16, 2025 | Sale | −42,400 | $26.13 | $1.11M | 2,409,800 |
| Capital Corp Gmt 10% owner | Dec 11, 2025 | Sale | −42,400 | $28.79 | $1.22M | 2,452,200 |
| Capital Corp Gmt 10% owner | Dec 10, 2025 | Sale | −42,400 | $26.13 | $1.11M | 2,494,600 |
| Ii Resource Partners Lp Bay 10% owner | Dec 9, 2025 | Sale | −42,400 | $27.61 | $1.17M | 2,537,000 |
| Ii Resource Partners Lp Bay 10% owner | Dec 8, 2025 | Sale | −42,400 | $26.89 | $1.14M | 2,579,400 |
| Resource Partners Lp Bay 10% owner | Dec 5, 2025 | Sale | −42,400 | $27.73 | $1.18M | 2,621,800 |
| Resource Partners Lp Bay 10% owner | Dec 4, 2025 | Sale | −42,400 | $28.33 | $1.20M | 2,664,200 |
| Resource Partners Lp Bay 10% owner | Dec 3, 2025 | Sale | −42,400 | $28.60 | $1.21M | 2,706,600 |
| Resource Partners Lp Bay 10% owner | Dec 2, 2025 | Sale | −84,700 | $28.15 | $2.38M | 2,749,000 |
| Jody L. Bilney Director | Nov 20, 2025 | Award | +5,390 | – | – | 11,591 |
| John W. Garratt Director | Nov 20, 2025 | Award | +5,390 | – | – | 9,933 |
| Darryl L. Wade Director | Nov 20, 2025 | Award | +5,390 | – | – | 12,666 |
| Michael Goodwin Director | Nov 20, 2025 | Award | +5,390 | – | – | 8,328 |
| Carl T. Berquist Director | Nov 20, 2025 | Award | +7,893 | – | – | 21,864 |
| Stephen P. Bramlage JR Director | Nov 20, 2025 | Award | +5,390 | – | – | 6,678 |
| Gisel Ruiz Director | Nov 20, 2025 | Award | +5,390 | – | – | 13,213 |
| Cheryl Janet Henry Director | Nov 20, 2025 | Award | +5,390 | – | – | 9,816 |
| Doug Hisel SVP, Store Operations | Oct 9, 2025 | Award | +1,232 | $43.80 | $53.96K | 3,357 |
| Doug Hisel SVP, Store Operations | Oct 9, 2025 | Award | +2,000 | – | – | 2,125 |
| Doug Hisel SVP, Store Operations | Oct 9, 2025 | Award | +2,000 | – | – | 2,125 |
| Doug Hisel SVP, Store Operations | Oct 9, 2025 | Award | +1,232 | $43.80 | $53.96K | 3,357 |
| Jim Mark Spurgin SVP Chief Supply Chain Officer | Sep 30, 2025 | Option exercise | +210 | – | – | 7,116 |
| Jim Mark Spurgin SVP Chief Supply Chain Officer | Sep 30, 2025 | Tax withholding | −571 | $44.06 | $25.16K | 6,457 |
| Jim Mark Spurgin SVP Chief Supply Chain Officer | Sep 30, 2025 | Tax withholding | −88 | $44.06 | $3.88K | 7,028 |
| Craig Pommells SVP & CFO | Sep 30, 2025 | Tax withholding | −455 | $44.06 | $20.05K | 44,045 |
| Craig Pommells SVP & CFO | Sep 30, 2025 | Tax withholding | −6,396 | $44.06 | $281.81K | 37,649 |
| Craig Pommells SVP & CFO | Sep 30, 2025 | Option exercise | +1,073 | – | – | 44,500 |
| Sarah O. Moore SVP & Chief Marketing Officer | Sep 30, 2025 | Tax withholding | −277 | $44.06 | $12.20K | 3,235 |
| Julie D. Masino CEO, Director | Sep 30, 2025 | Tax withholding | −6,566 | $44.06 | $289.30K | 82,659 |
| Christopher Bryant Edwards SVP, Chief Strategy Officer | Sep 30, 2025 | Tax withholding | −604 | $44.06 | $26.61K | 5,890 |
| Laura A. Daily SVP,Chief Merch/Retail Supply | Sep 30, 2025 | Tax withholding | −4,168 | $44.06 | $183.64K | 24,539 |
| Laura A. Daily SVP,Chief Merch/Retail Supply | Sep 30, 2025 | Tax withholding | −295 | $44.06 | $13.00K | 28,707 |
| Laura A. Daily SVP,Chief Merch/Retail Supply | Sep 30, 2025 | Option exercise | +696 | – | – | 29,403 |
| Donna Roberts SVP, Chief HR Officer | Sep 30, 2025 | Tax withholding | −268 | $44.06 | $11.81K | 26,708 |
| Donna Roberts SVP, Chief HR Officer | Sep 30, 2025 | Tax withholding | −4,084 | $44.06 | $179.94K | 22,624 |
| Donna Roberts SVP, Chief HR Officer | Sep 30, 2025 | Option exercise | +631 | – | – | 26,976 |
| Richard M. Wolfson SVP & Generral Counsel | Sep 30, 2025 | Tax withholding | −1,561 | $44.06 | $68.78K | 26,204 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| L. Roberts Donna Officer | Oct 1, 2026 | 3,500 | $182.26K | Oct 1, 2026 | Restricted Stock |
| Sandra B. Cochran Officer, Director | Sep 21, 2023 | 35,000 | $2.45M | Sep 22, 2023 | Company Long Term Incentive Plans |