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
Q2 		$207K Sell
6,190
-1,600
-21% -$46.1K ﹤0.01% 2972
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 $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Janney Montgomery Scott's KRT Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Karat Packaging (KRT) stake by 21% in Q2 2026, selling an estimated $46.1K and leaving 6,190 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Janney Montgomery Scott first reported a position in KRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.21M in Q2 2025. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Janney Montgomery Scott held 6,190 shares of Karat Packaging worth $207K as of Q2 2026.
  • Janney Montgomery Scott sold 1,600 Karat Packaging shares in Q2 2026, an estimated $46.1K.
  • Karat Packaging made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2972 holding.
  • Janney Montgomery Scott first reported a position in Karat Packaging in Q3 2023 and has held it in 12 quarters since.
  • Janney Montgomery Scott's Karat Packaging position peaked at $1.21M in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.