COMPASS FINANCIAL MANAGEMENT LLC’s Karat Packaging KRT Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$273K	Buy	+8,153	New	+$235K	0.03%	368

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KRT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Karat Packaging (KRT) in Q2 2026: 8,153 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #368 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 8,153 shares of Karat Packaging worth $273K as of Q2 2026.
Karat Packaging was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Karat Packaging made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #368 holding.
92 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.