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MAI Capital Management’s Karat Packaging KRT Stock Holding History

MAI Capital Management’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 		$3.21K Buy
115
+99
+619% +$2.49K ﹤0.01% 3727
2025
Q4 		$362 Buy
+16
New +$370 ﹤0.01% 3918

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

MAI Capital Management's KRT Position: Q1 2026 in Review

MAI Capital Management increased its Karat Packaging (KRT) stake by 619% in Q1 2026, buying an estimated $2.49K and bringing the position to 115 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3727.

MAI Capital Management 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.

  • MAI Capital Management held 115 shares of Karat Packaging worth $3.21K as of Q1 2026.
  • MAI Capital Management bought 99 Karat Packaging shares in Q1 2026, an estimated $2.49K.
  • Karat Packaging made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3727 holding.
  • MAI Capital Management 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 MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.