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Copeland Capital Management’s Karat Packaging KRT Stock Holding History

Copeland Capital 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
Q2 		$72.6K Sell
2,169
-70
-3% -$2.02K ﹤0.01% 213
2026
Q1 		$62.5K Buy
2,239
+176
+9% +$4.43K ﹤0.01% 215
2025
Q4 		$46.6K Hold
2,063
– – ﹤0.01% 220
2025
Q3 		$52K Sell
2,063
-20
-1% -$526 ﹤0.01% 211
2025
Q2 		$58.7K Buy
2,083
+767
+58% +$21.4K ﹤0.01% 193
2025
Q1 		$35K Sell
1,316
-1,288
-49% -$38.4K ﹤0.01% 210
2024
Q4 		$78.8K Buy
2,604
+722
+38% +$20.9K ﹤0.01% 163
2024
Q3 		$48.7K Buy
+1,882
New +$50.4K ﹤0.01% 186
2024
Q2 		– Sell
-1,273
Closed -$36.4K – 199
2024
Q1 		$36.4K Buy
1,273
+12
+1% +$316 ﹤0.01% 170
2023
Q4 		$31.3K Buy
+1,261
New +$27.8K ﹤0.01% 173

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Copeland Capital Management's KRT Position: Q2 2026 in Review

Copeland Capital Management reduced its Karat Packaging (KRT) stake by 3.1% in Q2 2026, selling an estimated $2.02K and leaving 2,169 shares worth $72.6K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Copeland Capital Management first reported a position in KRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $78.8K in Q4 2024. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Copeland Capital Management held 2,169 shares of Karat Packaging worth $72.6K as of Q2 2026.
  • Copeland Capital Management sold 70 Karat Packaging shares in Q2 2026, an estimated $2.02K.
  • Karat Packaging made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #213 holding.
  • Copeland Capital Management first reported a position in Karat Packaging in Q4 2023 and has held it in 10 quarters since.
  • Copeland Capital Management's Karat Packaging position peaked at $78.8K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.