Commonwealth Equity Services
KRT icon

Commonwealth Equity Services’s Karat Packaging KRT Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		– Sell
-16,077
Closed -$453K – 4358
2025
Q2 		$453K Sell
16,077
-54
-0.3% -$1.5K ﹤0.01% 3225
2025
Q1 		$429K Buy
+16,131
New +$481K ﹤0.01% 3156

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Acadian Asset Management
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RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Commonwealth Equity Services's KRT Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Karat Packaging (KRT) in Q3 2025, closing a stake of 16,077 shares — an estimated $453K sold.

Commonwealth Equity Services first reported a position in KRT in Q1 2025 and held it in 2 quarters. The position peaked at $453K in Q2 2025. 126 funds tracked by Wall St. Rank hold KRT as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Karat Packaging position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 16,077 Karat Packaging shares in Q3 2025, an estimated $453K.
  • Commonwealth Equity Services first reported a position in Karat Packaging in Q1 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's Karat Packaging position peaked at $453K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.