Creative Planning
KRT icon

Creative Planning’s Karat Packaging KRT Stock Holding History

Creative Planning’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 		$853K Buy
25,497
+4,735
+23% +$136K ﹤0.01% 2779
2026
Q1 		$580K Buy
20,762
+5,267
+34% +$133K ﹤0.01% 2908
2025
Q4 		$350K Buy
+15,495
New +$359K ﹤0.01% 3136

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

Creative Planning's KRT Position: Q2 2026 in Review

Creative Planning increased its Karat Packaging (KRT) stake by 23% in Q2 2026, buying an estimated $136K and bringing the position to 25,497 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Creative Planning first reported a position in KRT in Q4 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Creative Planning held 25,497 shares of Karat Packaging worth $853K as of Q2 2026.
  • Creative Planning bought 4,735 Karat Packaging shares in Q2 2026, an estimated $136K.
  • Karat Packaging made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2779 holding.
  • Creative Planning first reported a position in Karat Packaging in Q4 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.