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 Q1	$294K	Sell	10,524 -12,178	-54%	-$307K	﹤0.01%	2328
2025 Q4	$512K	Buy	22,702 +9,099	+67%	+$211K	﹤0.01%	2299
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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Corient Private Wealth's KRT Position: Q1 2026 in Review

Corient Private Wealth reduced its Karat Packaging (KRT) stake by 54% in Q1 2026, selling an estimated $307K and leaving 10,524 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2328.

Corient Private Wealth first reported a position in KRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q1 2024. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

Corient Private Wealth held 10,524 shares of Karat Packaging worth $294K as of Q1 2026.
Corient Private Wealth sold 12,178 Karat Packaging shares in Q1 2026, an estimated $307K.
Karat Packaging made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2328 holding.
Corient Private Wealth first reported a position in Karat Packaging in Q4 2023 and has held it in 10 quarters since.
Corient Private Wealth's Karat Packaging position peaked at $1.91M in Q1 2024.
132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.