Jones Financial Companies
KRT icon

Jones Financial Companies’s Karat Packaging KRT Stock Holding History

Jones Financial Companies’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 		$966 Hold
35
– – ﹤0.01% 4353
2025
Q4 		$790 Buy
+35
New +$810 ﹤0.01% 4070

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Jones Financial Companies's KRT Position: Q1 2026 in Review

Jones Financial Companies held its Karat Packaging (KRT) position steady in Q1 2026 at 35 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #4353.

Jones Financial Companies first reported a position in KRT in Q4 2025 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Jones Financial Companies held 35 shares of Karat Packaging worth $966 as of Q1 2026.
  • Jones Financial Companies left its Karat Packaging share count unchanged in Q1 2026.
  • Karat Packaging made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4353 holding.
  • Jones Financial Companies first reported a position in Karat Packaging in Q4 2025 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.