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CWA Asset Management Group’s Karat Packaging KRT Stock Holding History

CWA Asset Management 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 		$4.56M Buy
136,160
+13,774
+11% +$397K 0.14% 165
2026
Q1 		$3.42M Buy
122,386
+16,121
+15% +$406K 0.12% 184
2025
Q4 		$2.4M Buy
+106,265
New +$2.46M 0.09% 201

Other funds holding KRT

KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

CWA Asset Management Group's KRT Position: Q2 2026 in Review

CWA Asset Management Group increased its Karat Packaging (KRT) stake by 11% in Q2 2026, buying an estimated $397K and bringing the position to 136,160 shares worth $4.56M. The position accounts for 0.14% of the portfolio, ranked #165.

CWA Asset Management Group first reported a position in KRT in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • CWA Asset Management Group held 136,160 shares of Karat Packaging worth $4.56M as of Q2 2026.
  • CWA Asset Management Group bought 13,774 Karat Packaging shares in Q2 2026, an estimated $397K.
  • Karat Packaging made up 0.14% of CWA Asset Management Group's portfolio in Q2 2026, its #165 holding.
  • CWA Asset Management Group first reported a position in Karat Packaging in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.