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 Q2	$556K	Sell	16,628 -350	-2%	-$10.1K	﹤0.01%	4929
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial's KRT Position: Q2 2026 in Review

LPL Financial reduced its Karat Packaging (KRT) stake by 2.1% in Q2 2026, selling an estimated $10.1K and leaving 16,628 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #4929.

LPL Financial first reported a position in KRT in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.18M in Q2 2024. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

LPL Financial held 16,628 shares of Karat Packaging worth $556K as of Q2 2026.
LPL Financial sold 350 Karat Packaging shares in Q2 2026, an estimated $10.1K.
Karat Packaging made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4929 holding.
LPL Financial first reported a position in Karat Packaging in Q3 2023 and has held it in 9 quarters since.
LPL Financial's Karat Packaging position peaked at $1.18M in Q2 2024.
143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.