MFG
KRT icon

Merit Financial Group’s Karat Packaging KRT Stock Holding History

Merit Financial Group’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 		$610K Buy
18,223
+940
+5% +$27.1K ﹤0.01% 1379
2026
Q1 		$483K Buy
17,283
+643
+4% +$16.2K ﹤0.01% 1394
2025
Q4 		$376K Buy
+16,640
New +$385K ﹤0.01% 1446

Other funds holding KRT

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Merit Financial Group's KRT Position: Q2 2026 in Review

Merit Financial Group increased its Karat Packaging (KRT) stake by 5.4% in Q2 2026, buying an estimated $27.1K and bringing the position to 18,223 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Merit Financial Group first reported a position in KRT in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Merit Financial Group held 18,223 shares of Karat Packaging worth $610K as of Q2 2026.
  • Merit Financial Group bought 940 Karat Packaging shares in Q2 2026, an estimated $27.1K.
  • Karat Packaging made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1379 holding.
  • Merit Financial Group first reported a position in Karat Packaging in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.