Janney Montgomery Scott
KRT icon

Janney Montgomery Scott’s Karat Packaging KRT Stock Holding History

Janney Montgomery Scott’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
Q1 		$217K Sell
7,790
-5,460
-41% -$138K ﹤0.01% 2588
2025
Q4 		$299K Sell
13,250
-2,800
-17% -$64.8K ﹤0.01% 2556
2025
Q3 		$405K Sell
16,050
-26,971
-63% -$709K ﹤0.01% 2288
2025
Q2 		$1.21M Buy
43,021
+5,422
+14% +$151K ﹤0.01% 1470
2025
Q1 		$999K Buy
37,599
+2,933
+8% +$87.4K ﹤0.01% 1543
2024
Q4 		$1.05M Buy
34,666
+6,178
+22% +$179K ﹤0.01% 1510
2024
Q3 		$738K Buy
28,488
+1,148
+4% +$30.8K ﹤0.01% 1708
2024
Q2 		$809K Buy
27,340
+896
+3% +$25.2K ﹤0.01% 1573
2024
Q1 		$757K Buy
26,444
+2,096
+9% +$55.2K ﹤0.01% 1690
2023
Q4 		$605K Buy
24,348
+3,668
+18% +$80.8K ﹤0.01% 1762
2023
Q3 		$477K Buy
+20,680
New +$444K ﹤0.01% 1795

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Janney Montgomery Scott's KRT Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Karat Packaging (KRT) stake by 41% in Q1 2026, selling an estimated $138K and leaving 7,790 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Janney Montgomery Scott first reported a position in KRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q2 2025. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Janney Montgomery Scott held 7,790 shares of Karat Packaging worth $217K as of Q1 2026.
  • Janney Montgomery Scott sold 5,460 Karat Packaging shares in Q1 2026, an estimated $138K.
  • Karat Packaging made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2588 holding.
  • Janney Montgomery Scott first reported a position in Karat Packaging in Q3 2023 and has held it in 11 quarters since.
  • Janney Montgomery Scott's Karat Packaging position peaked at $1.21M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.