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
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 $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

Creative Planning's KRT Position: Q1 2026 in Review

Creative Planning increased its Karat Packaging (KRT) stake by 34% in Q1 2026, buying an estimated $133K and bringing the position to 20,762 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Creative Planning first reported a position in KRT in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Creative Planning held 20,762 shares of Karat Packaging worth $580K as of Q1 2026.
  • Creative Planning bought 5,267 Karat Packaging shares in Q1 2026, an estimated $133K.
  • Karat Packaging made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2908 holding.
  • Creative Planning first reported a position in Karat Packaging in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.