1620 Investment Advisors’s Karat Packaging KRT Stock Holding History

1620 Investment Advisors’s Portfolio KRT Stock Details KRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.52K	Sell	135 -15	-10%	-$432	﹤0.01%	563
2026 Q1	$4.19K	Hold	150	–	–	﹤0.01%	541
2025 Q4	$3.39K	Hold	150	–	–	﹤0.01%	547
2025 Q3	$3.78K	Hold	150	–	–	﹤0.01%	541
2025 Q2	$4.22K	Hold	150	–	–	﹤0.01%	540
2025 Q1	$3.99K	Hold	150	–	–	﹤0.01%	529
2024 Q4	$4.54K	Hold	150	–	–	﹤0.01%	534
2024 Q3	$3.88K	Hold	150	–	–	﹤0.01%	541
2024 Q2	$4.44K	Buy	+150	New	+$4.22K	﹤0.01%	516

Other funds holding KRT

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

1620 Investment Advisors's KRT Position: Q2 2026 in Review

1620 Investment Advisors reduced its Karat Packaging (KRT) stake by 10% in Q2 2026, selling an estimated $432 and leaving 135 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

1620 Investment Advisors first reported a position in KRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.54K in Q4 2024. 17 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

1620 Investment Advisors held 135 shares of Karat Packaging worth $4.52K as of Q2 2026.
1620 Investment Advisors sold 15 Karat Packaging shares in Q2 2026, an estimated $432.
Karat Packaging made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #563 holding.
1620 Investment Advisors first reported a position in Karat Packaging in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Karat Packaging position peaked at $4.54K in Q4 2024.
17 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.