Capital Advisors Ltd’s Karat Packaging KRT Stock Holding History

Capital Advisors Ltd’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 Q3	$0	Hold	2	–	–	﹤0.01%	1560
2026 Q2	$0	Buy	+2	New	+$58	﹤0.01%	1481

Other funds holding KRT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Capital Advisors Ltd's KRT Position: Q3 2026 in Review

Capital Advisors Ltd held its Karat Packaging (KRT) position steady in Q3 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Capital Advisors Ltd first reported a position in KRT in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

Capital Advisors Ltd held 2 shares of Karat Packaging worth $0 as of Q3 2026.
Capital Advisors Ltd left its Karat Packaging share count unchanged in Q3 2026.
Karat Packaging made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1560 holding.
Capital Advisors Ltd first reported a position in Karat Packaging in Q2 2026 and has held it in 2 quarters since.
30 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.