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 Q2	$0	Buy	+2	New	+$58	﹤0.01%	1481

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Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's KRT Position: Q2 2026 in Review

Capital Advisors Ltd opened a new position in Karat Packaging (KRT) in Q2 2026: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings.

19 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

Capital Advisors Ltd held 2 shares of Karat Packaging worth $0 as of Q2 2026.
Karat Packaging was a new Capital Advisors Ltd position in Q2 2026.
Karat Packaging made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1481 holding.
19 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.