IAA
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Independent Advisor Alliance’s Karat Packaging KRT Stock Holding History

Independent Advisor Alliance’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
2025
Q4 		– Sell
-35,690
Closed -$900K – 1038
2025
Q3 		$900K Sell
35,690
-2,968
-8% -$78K 0.02% 466
2025
Q2 		$1.09M Buy
38,658
+4
+0% +$111 0.03% 395
2025
Q1 		$1.03M Buy
38,654
+1,059
+3% +$31.6K 0.03% 373
2024
Q4 		$1.14M Sell
37,595
-420
-1% -$12.1K 0.02% 695
2024
Q3 		$984K Buy
38,015
+127
+0.3% +$3.4K 0.04% 333
2024
Q2 		$1.12M Buy
+37,888
New +$1.06M 0.04% 304

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
KI
KTF Investments Seal Beach, California $584M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's KRT Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Karat Packaging (KRT) in Q4 2025, closing a stake of 35,690 shares — an estimated $900K sold.

Independent Advisor Alliance first reported a position in KRT in Q2 2024 and held it in 6 quarters. The position peaked at $1.14M in Q4 2024. 124 funds tracked by Wall St. Rank hold KRT as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Karat Packaging position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 35,690 Karat Packaging shares in Q4 2025, an estimated $900K.
  • Independent Advisor Alliance first reported a position in Karat Packaging in Q2 2024 and held it in 6 quarters.
  • Independent Advisor Alliance's Karat Packaging position peaked at $1.14M in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.