Compass Financial Management
KRT icon

Compass Financial Management’s Karat Packaging KRT Stock Holding History

Compass Financial Management’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
Q3 		$342K Sell
6,503
-1,650
-20% -$73.6K 0.04% 357
2026
Q2 		$273K Buy
+8,153
New +$235K 0.03% 368

Other funds holding KRT

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Compass Financial Management's KRT Position: Q3 2026 in Review

Compass Financial Management reduced its Karat Packaging (KRT) stake by 20% in Q3 2026, selling an estimated $73.6K and leaving 6,503 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #357.

Compass Financial Management first reported a position in KRT in Q2 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • Compass Financial Management held 6,503 shares of Karat Packaging worth $342K as of Q3 2026.
  • Compass Financial Management sold 1,650 Karat Packaging shares in Q3 2026, an estimated $73.6K.
  • Karat Packaging made up 0.04% of Compass Financial Management's portfolio in Q3 2026, its #357 holding.
  • Compass Financial Management first reported a position in Karat Packaging in Q2 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.