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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
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

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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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

IFP Advisors's KRT Position: Q2 2026 in Review

IFP Advisors increased its Karat Packaging (KRT) stake by 115% in Q2 2026, buying an estimated $2.94K and bringing the position to 191 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

IFP Advisors first reported a position in KRT in Q1 2022 and has held it in 15 quarters since. The position peaked at $22.4K in Q1 2024. 15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • IFP Advisors held 191 shares of Karat Packaging worth $6.39K as of Q2 2026.
  • IFP Advisors bought 102 Karat Packaging shares in Q2 2026, an estimated $2.94K.
  • Karat Packaging made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3633 holding.
  • IFP Advisors first reported a position in Karat Packaging in Q1 2022 and has held it in 15 quarters since.
  • IFP Advisors's Karat Packaging position peaked at $22.4K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.