GAMMA Investing
KRT icon

GAMMA Investing’s Karat Packaging KRT Stock Holding History

GAMMA Investing’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 		$6.36K Buy
121
+38
+46% +$1.7K ﹤0.01% 3555
2026
Q2 		$2.78K Hold
83
– – ﹤0.01% 3665
2026
Q1 		$2.32K Buy
+83
New +$2.09K ﹤0.01% 3625
2025
Q4 		– Sell
-99
Closed -$2.5K – 4109
2025
Q3 		$2.5K Buy
99
+13
+15% +$342 ﹤0.01% 3393
2025
Q2 		$2.42K Buy
86
+30
+54% +$836 ﹤0.01% 3352
2025
Q1 		$1.49K Buy
56
+21
+60% +$626 ﹤0.01% 3472
2024
Q4 		$1.06K Buy
+35
New +$1.01K ﹤0.01% 3411

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
Revisor Wealth Management
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
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
USA Financial Formulas
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
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAMMA Investing's KRT Position: Q3 2026 in Review

GAMMA Investing increased its Karat Packaging (KRT) stake by 46% in Q3 2026, buying an estimated $1.7K and bringing the position to 121 shares worth $6.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

GAMMA Investing first reported a position in KRT in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • GAMMA Investing held 121 shares of Karat Packaging worth $6.36K as of Q3 2026.
  • GAMMA Investing bought 38 Karat Packaging shares in Q3 2026, an estimated $1.7K.
  • Karat Packaging made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3555 holding.
  • GAMMA Investing first reported a position in Karat Packaging in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.