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Ancora Advisors’s Karat Packaging KRT Stock Holding History

Ancora 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
Q1 		– Sell
-10,967
Closed -$248K – 2484
2025
Q4 		$248K Sell
10,967
-14,460
-57% -$335K 0.01% 692
2025
Q3 		$641K Sell
25,427
-322
-1% -$8.47K 0.01% 504
2025
Q2 		$725K Sell
25,749
-199
-0.8% -$5.54K 0.02% 462
2025
Q1 		$690K Buy
25,948
+99
+0.4% +$2.95K 0.02% 462
2024
Q4 		$782K Sell
25,849
-125
-0.5% -$3.61K 0.02% 450
2024
Q3 		$672K Hold
25,974
– – 0.02% 450
2024
Q2 		$768K Sell
25,974
-598
-2% -$16.8K 0.02% 429
2024
Q1 		$760K Hold
26,572
– – 0.02% 436
2023
Q4 		$660K Sell
26,572
-200
-0.7% -$4.41K 0.02% 452
2023
Q3 		$617K Sell
26,772
-56,133
-68% -$1.2M 0.02% 432
2023
Q2 		$1.51M Sell
82,905
-7,090
-8% -$109K 0.04% 288
2023
Q1 		$1.2M Buy
89,995
+24,176
+37% +$357K 0.03% 325
2022
Q4 		$946K Buy
65,819
+57,065
+652% +$830K 0.03% 366
2022
Q3 		$140K Hold
8,754
– – ﹤0.01% 821
2022
Q2 		$149K Hold
8,754
– – ﹤0.01% 843
2022
Q1 		$174K Buy
+8,754
New +$152K ﹤0.01% 833

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Ancora Advisors's KRT Position: Q1 2026 in Review

Ancora Advisors sold out of Karat Packaging (KRT) in Q1 2026, closing a stake of 10,967 shares — an estimated $248K sold.

Ancora Advisors first reported a position in KRT in Q1 2022 and held it in 16 quarters. The position peaked at $1.51M in Q2 2023. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Ancora Advisors reported no remaining Karat Packaging position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 10,967 Karat Packaging shares in Q1 2026, an estimated $248K.
  • Ancora Advisors first reported a position in Karat Packaging in Q1 2022 and held it in 16 quarters.
  • Ancora Advisors's Karat Packaging position peaked at $1.51M in Q2 2023.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.