CA
KRT icon

Clearstead Advisors’s Karat Packaging KRT Stock Holding History

Clearstead Advisors’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 		$3.28K Buy
+98
New +$2.82K ﹤0.01% 2309
2026
Q1 		– Sell
-1,493
Closed -$33.7K – 2580
2025
Q4 		$33.7K Buy
1,493
+976
+189% +$22.6K ﹤0.01% 1545
2025
Q3 		$13K Buy
517
+106
+26% +$2.79K ﹤0.01% 1829
2025
Q2 		$11.6K Buy
+411
New +$11.5K ﹤0.01% 1838

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KI
KTF Investments Seal Beach, California $989M AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Clearstead Advisors's KRT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Karat Packaging (KRT) in Q2 2026: 98 shares worth $3.28K. The stake represents ﹤0.01% of the portfolio and ranks #2309 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KRT as recently as Q4 2025.

Clearstead Advisors first reported a position in KRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.7K in Q4 2025. 56 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Clearstead Advisors held 98 shares of Karat Packaging worth $3.28K as of Q2 2026.
  • Karat Packaging was a new Clearstead Advisors position in Q2 2026.
  • Karat Packaging made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2309 holding.
  • Clearstead Advisors first reported a position in Karat Packaging in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Karat Packaging position peaked at $33.7K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.