LC
KRT icon

Lindbrook Capital’s Karat Packaging KRT Stock Holding History

Lindbrook Capital’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
Q1 		$2.15K Hold
81
– – ﹤0.01% 2263
2024
Q4 		$2.45K Hold
81
– – ﹤0.01% 2249
2024
Q3 		$2.1K Buy
81
+19
+31% +$509 ﹤0.01% 2325
2024
Q2 		$1.83K Hold
62
– – ﹤0.01% 2364
2024
Q1 		$1.77K Hold
62
– – ﹤0.01% 2285
2023
Q4 		$1.54K Buy
+62
New +$1.37K ﹤0.01% 2355

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's KRT Position: Q1 2025 in Review

Lindbrook Capital held its Karat Packaging (KRT) position steady in Q1 2025 at 81 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Lindbrook Capital first reported a position in KRT in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.45K in Q4 2024. 105 funds tracked by Wall St. Rank hold KRT as of Q1 2025.

  • Lindbrook Capital held 81 shares of Karat Packaging worth $2.15K as of Q1 2025.
  • Lindbrook Capital left its Karat Packaging share count unchanged in Q1 2025.
  • Karat Packaging made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2263 holding.
  • Lindbrook Capital first reported a position in Karat Packaging in Q4 2023 and has held it in 6 quarters since.
  • Lindbrook Capital's Karat Packaging position peaked at $2.45K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.