Carson Wealth (CWM LLC)
KRT icon

Carson Wealth (CWM LLC)’s Karat Packaging KRT Stock Holding History

Carson Wealth (CWM LLC)’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 		$134K Buy
4,797
+2,146
+81% +$54.1K ﹤0.01% 3034
2025
Q4 		$60K Buy
2,651
+1,010
+62% +$23.4K ﹤0.01% 3464
2025
Q3 		$41K Buy
1,641
+1,298
+378% +$34.1K ﹤0.01% 3678
2025
Q2 		$10K Buy
343
+1
+0.3% +$28 ﹤0.01% 4296
2025
Q1 		$9K Buy
342
+147
+75% +$4.38K ﹤0.01% 4167
2024
Q4 		$6K Buy
195
+55
+39% +$1.59K ﹤0.01% 4124
2024
Q3 		$4K Sell
140
-411
-75% -$11K ﹤0.01% 4190
2024
Q2 		$16K Buy
551
+184
+50% +$5.17K ﹤0.01% 3267
2024
Q1 		$10K Buy
+367
New +$9.67K ﹤0.01% 3339

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Karat Packaging (KRT) stake by 81% in Q1 2026, buying an estimated $54.1K and bringing the position to 4,797 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #3034.

Carson Wealth (CWM LLC) first reported a position in KRT in Q1 2024 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,797 shares of Karat Packaging worth $134K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,146 Karat Packaging shares in Q1 2026, an estimated $54.1K.
  • Karat Packaging made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3034 holding.
  • Carson Wealth (CWM LLC) first reported a position in Karat Packaging in Q1 2024 and has held it in 9 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.