OQS
KRT icon

Occudo Quantitative Strategies’s Karat Packaging KRT Stock Holding History

Occudo Quantitative Strategies’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 		$211K Sell
6,317
-975
-13% -$28.1K 0.01% 672
2026
Q1 		$209K Buy
+7,292
New +$184K 0.01% 661
2025
Q4 		– Sell
-9,276
Closed -$234K – 815
2025
Q3 		$234K Sell
9,276
-585
-6% -$15.4K 0.03% 547
2025
Q2 		$278K Buy
+9,861
New +$275K 0.03% 481
2023
Q4 		– Sell
-15,060
Closed -$347K – 1002
2023
Q3 		$347K Buy
+15,060
New +$323K 0.04% 614

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
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

Occudo Quantitative Strategies's KRT Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Karat Packaging (KRT) stake by 13% in Q2 2026, selling an estimated $28.1K and leaving 6,317 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #672.

Occudo Quantitative Strategies first reported a position in KRT in Q3 2023 and has held it in 5 quarters since. The position peaked at $347K in Q3 2023. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Occudo Quantitative Strategies held 6,317 shares of Karat Packaging worth $211K as of Q2 2026.
  • Occudo Quantitative Strategies sold 975 Karat Packaging shares in Q2 2026, an estimated $28.1K.
  • Karat Packaging made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #672 holding.
  • Occudo Quantitative Strategies first reported a position in Karat Packaging in Q3 2023 and has held it in 5 quarters since.
  • Occudo Quantitative Strategies's Karat Packaging position peaked at $347K in Q3 2023.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.