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Essential Partners’s Karat Packaging KRT Stock Holding History

Essential Partners’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
Q3 		$5.15K Hold
98
– – ﹤0.01% 1490
2026
Q2 		$3.28K Sell
98
-30
-23% -$864 ﹤0.01% 1748
2026
Q1 		$3.57K Buy
128
+46
+56% +$1.16K ﹤0.01% 1746
2025
Q4 		$1.85K Buy
82
+57
+228% +$1.32K ﹤0.01% 1833
2025
Q3 		$630 Buy
25
+22
+733% +$579 ﹤0.01% 2154
2025
Q2 		$84 Buy
+3
New +$84 ﹤0.01% 2091

Other funds holding KRT

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Essential Partners's KRT Position: Q3 2026 in Review

Essential Partners held its Karat Packaging (KRT) position steady in Q3 2026 at 98 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Essential Partners first reported a position in KRT in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • Essential Partners held 98 shares of Karat Packaging worth $5.15K as of Q3 2026.
  • Essential Partners left its Karat Packaging share count unchanged in Q3 2026.
  • Karat Packaging made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1490 holding.
  • Essential Partners first reported a position in Karat Packaging in Q2 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.