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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
Q2 		– Sell
-115
Closed -$3.21K – 3497
2026
Q1 		$3.21K Buy
115
+99
+619% +$2.49K ﹤0.01% 3727
2025
Q4 		$362 Buy
+16
New +$370 ﹤0.01% 3918

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Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MAI Capital Management's KRT Position: Q2 2026 in Review

MAI Capital Management sold out of Karat Packaging (KRT) in Q2 2026, closing a stake of 115 shares — an estimated $3.21K sold.

MAI Capital Management first reported a position in KRT in Q4 2025 and held it in 2 quarters. The position peaked at $3.21K in Q1 2026. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • MAI Capital Management reported no remaining Karat Packaging position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 115 Karat Packaging shares in Q2 2026, an estimated $3.21K.
  • MAI Capital Management first reported a position in Karat Packaging in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Karat Packaging position peaked at $3.21K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.