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KRT icon

Covestor’s Karat Packaging KRT Stock Holding History

Covestor’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 		$15K Buy
543
+501
+1,193% +$12.6K 0.01% 1227
2025
Q4 		$1K Sell
42
-4
-9% -$93 ﹤0.01% 2096
2025
Q3 		$1K Sell
46
-26
-36% -$684 ﹤0.01% 2112
2025
Q2 		$2K Buy
72
+4
+6% +$111 ﹤0.01% 1856
2025
Q1 		$2K Sell
68
-50
-42% -$1.49K ﹤0.01% 1855
2024
Q4 		$4K Buy
118
+78
+195% +$2.25K ﹤0.01% 1760
2024
Q3 		$1K Buy
40
+3
+8% +$80 ﹤0.01% 2022
2024
Q2 		$1K Buy
37
+4
+12% +$112 ﹤0.01% 2038
2024
Q1 		$1K Buy
+33
New +$870 ﹤0.01% 2014
2023
Q4 		– Sell
-1
Closed -$22 – 2429
2023
Q3 		$0 Sell
1
-1
-50% -$21 ﹤0.01% 2411
2023
Q2 		$0 Buy
+2
New +$31 ﹤0.01% 2403

Other funds holding KRT

BlackRock
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Covestor's KRT Position: Q1 2026 in Review

Covestor increased its Karat Packaging (KRT) stake by 1,193% in Q1 2026, buying an estimated $12.6K and bringing the position to 543 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1227.

Covestor first reported a position in KRT in Q2 2023 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Covestor held 543 shares of Karat Packaging worth $15K as of Q1 2026.
  • Covestor bought 501 Karat Packaging shares in Q1 2026, an estimated $12.6K.
  • Karat Packaging made up 0.01% of Covestor's portfolio in Q1 2026, its #1227 holding.
  • Covestor first reported a position in Karat Packaging in Q2 2023 and has held it in 11 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.