IFP Advisors’s Karat Packaging KRT Stock Holding History

IFP Advisors’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	$10K	Hold	191	–	–	﹤0.01%	3387
2026 Q2	$6.39K	Buy	191 +102	+115%	+$2.94K	﹤0.01%	3633
2026 Q1	$2.48K	Sell	89 -45	-34%	-$1.13K	﹤0.01%	3871
2025 Q4	$3.02K	Buy	134 +90	+205%	+$2.08K	﹤0.01%	3673
2025 Q3	$1.11K	Buy	44 +31	+238%	+$815	﹤0.01%	3920
2025 Q2	$366	Buy	13 +10	+333%	+$279	﹤0.01%	4509
2025 Q1	$80	Hold	3	–	–	﹤0.01%	3925
2024 Q4	$91	Buy	3 +2	+200%	+$58	﹤0.01%	4071
2024 Q3	$45	Sell	1 -735	-100%	-$19.7K	﹤0.01%	3257
2024 Q2	$21.8K	Sell	736 -47	-6%	-$1.32K	﹤0.01%	2041
2024 Q1	$22.4K	Sell	783 -61	-7%	-$1.61K	﹤0.01%	1917
2023 Q4	$21K	Buy	+844	New	+$18.6K	﹤0.01%	1890
2023 Q1	–	Sell	-600	Closed	-$11K	–	3972
2022 Q4	$11K	Hold	600	–	–	﹤0.01%	3324
2022 Q3	$11K	Hold	600	–	–	﹤0.01%	3583
2022 Q2	$11K	Hold	600	–	–	﹤0.01%	3333
2022 Q1	$11K	Buy	+600	New	+$10.4K	﹤0.01%	3332

Other funds holding KRT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

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 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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

IFP Advisors's KRT Position: Q3 2026 in Review

IFP Advisors held its Karat Packaging (KRT) position steady in Q3 2026 at 191 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

IFP Advisors first reported a position in KRT in Q1 2022 and has held it in 16 quarters since. The position peaked at $22.4K in Q1 2024. 14 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

IFP Advisors held 191 shares of Karat Packaging worth $10K as of Q3 2026.
IFP Advisors left its Karat Packaging share count unchanged in Q3 2026.
Karat Packaging made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3387 holding.
IFP Advisors first reported a position in Karat Packaging in Q1 2022 and has held it in 16 quarters since.
IFP Advisors's Karat Packaging position peaked at $22.4K in Q1 2024.
14 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.