FMP
KRT icon

Financial Management Professionals’s Karat Packaging KRT Stock Holding History

Financial Management Professionals’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 		$13.7K Hold
409
– – ﹤0.01% 532
2026
Q1 		$11.4K Hold
409
– – ﹤0.01% 511
2025
Q4 		$9.23K Hold
409
– – ﹤0.01% 543
2025
Q3 		$10.3K Sell
409
-125
-23% -$3.29K ﹤0.01% 521
2025
Q2 		$15K Sell
534
-882
-62% -$24.6K ﹤0.01% 470
2025
Q1 		$37.6K Sell
1,416
-135
-9% -$4.02K ﹤0.01% 303
2024
Q4 		$46.9K Sell
1,551
-11
-0.7% -$318 0.01% 283
2024
Q3 		$40K Hold
1,562
– – 0.01% 295
2024
Q2 		$46K Hold
1,562
– – 0.01% 269
2024
Q1 		$45K Hold
1,562
– – 0.01% 296
2023
Q4 		$39K Buy
+1,562
New +$34.4K 0.01% 290

Other funds holding KRT

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Financial Management Professionals's KRT Position: Q2 2026 in Review

Financial Management Professionals held its Karat Packaging (KRT) position steady in Q2 2026 at 409 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Financial Management Professionals first reported a position in KRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.9K in Q4 2024. 15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Financial Management Professionals held 409 shares of Karat Packaging worth $13.7K as of Q2 2026.
  • Financial Management Professionals left its Karat Packaging share count unchanged in Q2 2026.
  • Karat Packaging made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #532 holding.
  • Financial Management Professionals first reported a position in Karat Packaging in Q4 2023 and has held it in 11 quarters since.
  • Financial Management Professionals's Karat Packaging position peaked at $46.9K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.