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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
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 $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

Occudo Quantitative Strategies's KRT Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in Karat Packaging (KRT) in Q1 2026: 7,292 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in KRT as recently as Q3 2025.

Occudo Quantitative Strategies first reported a position in KRT in Q3 2023 and has held it in 4 quarters since. The position peaked at $347K in Q3 2023. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Occudo Quantitative Strategies held 7,292 shares of Karat Packaging worth $209K as of Q1 2026.
  • Karat Packaging was a new Occudo Quantitative Strategies position in Q1 2026.
  • Karat Packaging made up 0.01% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #661 holding.
  • Occudo Quantitative Strategies first reported a position in Karat Packaging in Q3 2023 and has held it in 4 quarters since.
  • Occudo Quantitative Strategies's Karat Packaging position peaked at $347K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.