Morgan Stanley
KRT icon

Morgan Stanley’s Karat Packaging KRT Stock Holding History

Morgan Stanley’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 		$1.49M Sell
53,319
-10,231
-16% -$258K ﹤0.01% 4938
2025
Q4 		$1.43M Buy
63,550
+8,996
+16% +$208K ﹤0.01% 5000
2025
Q3 		$1.38M Sell
54,554
-9,130
-14% -$240K ﹤0.01% 4998
2025
Q2 		$1.79M Buy
63,684
+34,831
+121% +$971K ﹤0.01% 4772
2025
Q1 		$767K Sell
28,853
-17,961
-38% -$535K ﹤0.01% 5126
2024
Q4 		$1.42M Buy
46,814
+12,879
+38% +$372K ﹤0.01% 4916
2024
Q3 		$879K Buy
33,935
+18,307
+117% +$491K ﹤0.01% 5118
2024
Q2 		$462K Sell
15,628
-5,026
-24% -$141K ﹤0.01% 5325
2024
Q1 		$591K Sell
20,654
-19,140
-48% -$504K ﹤0.01% 5233
2023
Q4 		$989K Buy
39,794
+25,880
+186% +$570K ﹤0.01% 5299
2023
Q3 		$321K Sell
13,914
-1,434
-9% -$30.8K ﹤0.01% 5367
2023
Q2 		$280K Buy
15,348
+1,755
+13% +$27.1K ﹤0.01% 5492
2023
Q1 		$181K Buy
13,593
+2,024
+17% +$29.9K ﹤0.01% 5747
2022
Q4 		$166K Buy
11,569
+2,247
+24% +$32.7K ﹤0.01% 5744
2022
Q3 		$149K Sell
9,322
-3,954
-30% -$71.6K ﹤0.01% 5880
2022
Q2 		$227K Sell
13,276
-2,739
-17% -$51.3K ﹤0.01% 5832
2022
Q1 		$319K Sell
16,015
-2,411
-13% -$41.8K ﹤0.01% 5655
2021
Q4 		$373K Sell
18,426
-4,698
-20% -$99.3K ﹤0.01% 5722
2021
Q3 		$486K Buy
23,124
+6,334
+38% +$143K ﹤0.01% 5515
2021
Q2 		$342K Buy
+16,790
New +$319K ﹤0.01% 5740

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

Morgan Stanley's KRT Position: Q1 2026 in Review

Morgan Stanley reduced its Karat Packaging (KRT) stake by 16% in Q1 2026, selling an estimated $258K and leaving 53,319 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #4938.

Morgan Stanley first reported a position in KRT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.79M in Q2 2025. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Morgan Stanley held 53,319 shares of Karat Packaging worth $1.49M as of Q1 2026.
  • Morgan Stanley sold 10,231 Karat Packaging shares in Q1 2026, an estimated $258K.
  • Karat Packaging made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4938 holding.
  • Morgan Stanley first reported a position in Karat Packaging in Q2 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Karat Packaging position peaked at $1.79M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.