Bank of Montreal’s Karat Packaging KRT Stock Holding History

Bank of Montreal’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	$7.72M	Sell	230,794 -121	-0.1%	-$3.48K	﹤0.01%	1240
2026 Q1	$6.45M	Sell	230,915 -192	-0.1%	-$4.84K	﹤0.01%	1228
2025 Q4	$5.22M	Buy	+231,107	New	+$5.35M	﹤0.01%	1311
2023 Q3	–	Sell	-29,450	Closed	-$540K	–	4040
2023 Q2	$540K	Buy	+29,450	New	+$454K	﹤0.01%	2547

Other funds holding KRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of Montreal's KRT Position: Q2 2026 in Review

Bank of Montreal reduced its Karat Packaging (KRT) stake by 0.05% in Q2 2026, selling an estimated $3.48K and leaving 230,794 shares worth $7.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Bank of Montreal first reported a position in KRT in Q2 2023 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

Bank of Montreal held 230,794 shares of Karat Packaging worth $7.72M as of Q2 2026.
Bank of Montreal sold 121 Karat Packaging shares in Q2 2026, an estimated $3.48K.
Karat Packaging made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1240 holding.
Bank of Montreal first reported a position in Karat Packaging in Q2 2023 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.