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Bailard’s Karat Packaging KRT Stock Holding History

Bailard’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 		$527K Buy
+18,860
New +$475K 0.01% 471
2025
Q4 		– Sell
-14,260
Closed -$359K – 823
2025
Q3 		$359K Sell
14,260
-7,800
-35% -$205K 0.01% 562
2025
Q2 		$621K Buy
22,060
+9,487
+75% +$264K 0.01% 445
2025
Q1 		$334K Hold
12,573
– – 0.01% 543
2024
Q4 		$380K Sell
12,573
-63
-0.5% -$1.82K 0.01% 516
2024
Q3 		$327K Sell
12,636
-4,307
-25% -$115K 0.01% 548
2024
Q2 		$501K Buy
16,943
+3,500
+26% +$98.4K 0.01% 458
2024
Q1 		$385K Hold
13,443
– – 0.01% 518
2023
Q4 		$334K Hold
13,443
– – 0.01% 537
2023
Q3 		$310K Buy
+13,443
New +$288K 0.01% 532

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

Bailard's KRT Position: Q1 2026 in Review

Bailard opened a new position in Karat Packaging (KRT) in Q1 2026: 18,860 shares worth $527K. The stake represents 0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Bailard previously reported a position in KRT as recently as Q3 2025.

Bailard first reported a position in KRT in Q3 2023 and has held it in 10 quarters since. The position peaked at $621K in Q2 2025. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Bailard held 18,860 shares of Karat Packaging worth $527K as of Q1 2026.
  • Karat Packaging was a new Bailard position in Q1 2026.
  • Karat Packaging made up 0.01% of Bailard's portfolio in Q1 2026, its #471 holding.
  • Bailard first reported a position in Karat Packaging in Q3 2023 and has held it in 10 quarters since.
  • Bailard's Karat Packaging position peaked at $621K in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.