MWM
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Moran Wealth Management’s Karat Packaging KRT Stock Holding History

Moran Wealth 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 		$259K Buy
+7,742
New +$223K 0.01% 477

Other funds holding KRT

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moran Wealth Management's KRT Position: Q2 2026 in Review

Moran Wealth Management opened a new position in Karat Packaging (KRT) in Q2 2026: 7,742 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #477 among its holdings.

37 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Moran Wealth Management held 7,742 shares of Karat Packaging worth $259K as of Q2 2026.
  • Karat Packaging was a new Moran Wealth Management position in Q2 2026.
  • Karat Packaging made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #477 holding.
  • 37 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.