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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

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

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. 143 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.
  • 143 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.