LPL Financial
KRT icon

LPL Financial’s Karat Packaging KRT Stock Holding History

LPL Financial’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 		$474K Buy
16,978
+5,098
+43% +$128K ﹤0.01% 4796
2025
Q4 		$268K Buy
+11,880
New +$275K ﹤0.01% 5233
2025
Q1 		– Sell
-32,809
Closed -$993K – 5445
2024
Q4 		$993K Sell
32,809
-700
-2% -$20.2K ﹤0.01% 3496
2024
Q3 		$868K Sell
33,509
-6,440
-16% -$173K ﹤0.01% 3525
2024
Q2 		$1.18M Buy
39,949
+4,790
+14% +$135K ﹤0.01% 3098
2024
Q1 		$1.01M Buy
35,159
+1,695
+5% +$44.7K ﹤0.01% 3173
2023
Q4 		$832K Sell
33,464
-250
-0.7% -$5.51K ﹤0.01% 3204
2023
Q3 		$777K Buy
+33,714
New +$723K ﹤0.01% 3119

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

LPL Financial's KRT Position: Q1 2026 in Review

LPL Financial increased its Karat Packaging (KRT) stake by 43% in Q1 2026, buying an estimated $128K and bringing the position to 16,978 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #4796.

LPL Financial first reported a position in KRT in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2024. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • LPL Financial held 16,978 shares of Karat Packaging worth $474K as of Q1 2026.
  • LPL Financial bought 5,098 Karat Packaging shares in Q1 2026, an estimated $128K.
  • Karat Packaging made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4796 holding.
  • LPL Financial first reported a position in Karat Packaging in Q3 2023 and has held it in 8 quarters since.
  • LPL Financial's Karat Packaging position peaked at $1.18M in Q2 2024.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.