Corient Private Wealth
KRT icon

Corient Private Wealth’s Karat Packaging KRT Stock Holding History

Corient Private Wealth’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 		$258K Sell
7,703
-2,821
-27% -$81.2K ﹤0.01% 2645
2026
Q1 		$294K Sell
10,524
-827
-7% -$20.8K ﹤0.01% 2328
2025
Q4 		$256K Sell
11,351
-2,252
-17% -$52.1K ﹤0.01% 2278
2025
Q3 		$343K Sell
13,603
-4,056
-23% -$107K ﹤0.01% 2041
2025
Q2 		$497K Sell
17,659
-12,971
-42% -$361K ﹤0.01% 1707
2025
Q1 		$814K Sell
30,630
-7,970
-21% -$238K ﹤0.01% 1370
2024
Q4 		$1.17M Sell
38,600
-4,422
-10% -$128K ﹤0.01% 1252
2024
Q3 		$1.11M Sell
43,022
-13,484
-24% -$361K ﹤0.01% 1357
2024
Q2 		$1.67M Sell
56,506
-10,341
-15% -$291K ﹤0.01% 1106
2024
Q1 		$1.91M Sell
66,847
-653
-1% -$17.2K ﹤0.01% 1037
2023
Q4 		$1.68M Buy
+67,500
New +$1.49M ﹤0.01% 1082

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

Corient Private Wealth's KRT Position: Q2 2026 in Review

Corient Private Wealth reduced its Karat Packaging (KRT) stake by 27% in Q2 2026, selling an estimated $81.2K and leaving 7,703 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Corient Private Wealth first reported a position in KRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q1 2024. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Corient Private Wealth held 7,703 shares of Karat Packaging worth $258K as of Q2 2026.
  • Corient Private Wealth sold 2,821 Karat Packaging shares in Q2 2026, an estimated $81.2K.
  • Karat Packaging made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2645 holding.
  • Corient Private Wealth first reported a position in Karat Packaging in Q4 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's Karat Packaging position peaked at $1.91M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.