Bank of Montreal
KRT icon

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
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
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
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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bank of Montreal's KRT Position: Q1 2026 in Review

Bank of Montreal reduced its Karat Packaging (KRT) stake by 0.08% in Q1 2026, selling an estimated $4.84K and leaving 230,915 shares worth $6.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Bank of Montreal first reported a position in KRT in Q2 2023 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Bank of Montreal held 230,915 shares of Karat Packaging worth $6.45M as of Q1 2026.
  • Bank of Montreal sold 192 Karat Packaging shares in Q1 2026, an estimated $4.84K.
  • Karat Packaging made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1228 holding.
  • Bank of Montreal first reported a position in Karat Packaging in Q2 2023 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.