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Cornerstone Planning Group’s Karat Packaging KRT Stock Holding History

Cornerstone Planning Group’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 		– Sell
-16
Closed -$470 – 1914
2026
Q1 		$470 Buy
+16
New +$403 ﹤0.01% 1668

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Cornerstone Planning Group's KRT Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Karat Packaging (KRT) in Q2 2026, closing a stake of 16 shares — an estimated $470 sold.

Cornerstone Planning Group first reported a position in KRT in Q1 2026 and held it in 1 quarter. The position peaked at $470 in Q1 2026. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Karat Packaging position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 16 Karat Packaging shares in Q2 2026, an estimated $470.
  • Cornerstone Planning Group first reported a position in Karat Packaging in Q1 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Karat Packaging position peaked at $470 in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.