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Ritholtz Wealth Management’s Karat Packaging KRT Stock Holding History

Ritholtz 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
Q1 		$557K Sell
19,938
-5,065
-20% -$128K 0.01% 750
2025
Q4 		$564K Sell
25,003
-14,577
-37% -$337K 0.01% 682
2025
Q3 		$998K Buy
39,580
+404
+1% +$10.6K 0.02% 503
2025
Q2 		$1.1M Buy
39,176
+19,098
+95% +$532K 0.02% 428
2025
Q1 		$534K Sell
20,078
-4,508
-18% -$134K 0.02% 572
2024
Q4 		$744K Sell
24,586
-2,409
-9% -$69.7K 0.02% 457
2024
Q3 		$699K Sell
26,995
-5,788
-18% -$155K 0.02% 468
2024
Q2 		$970K Buy
32,783
+7,518
+30% +$211K 0.03% 357
2024
Q1 		$723K Buy
25,265
+7,378
+41% +$194K 0.02% 442
2023
Q4 		$445K Buy
17,887
+7,336
+70% +$162K 0.02% 516
2023
Q3 		$243K Buy
+10,551
New +$226K 0.01% 599

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

Ritholtz Wealth Management's KRT Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Karat Packaging (KRT) stake by 20% in Q1 2026, selling an estimated $128K and leaving 19,938 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #750.

Ritholtz Wealth Management first reported a position in KRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2025. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Ritholtz Wealth Management held 19,938 shares of Karat Packaging worth $557K as of Q1 2026.
  • Ritholtz Wealth Management sold 5,065 Karat Packaging shares in Q1 2026, an estimated $128K.
  • Karat Packaging made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #750 holding.
  • Ritholtz Wealth Management first reported a position in Karat Packaging in Q3 2023 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's Karat Packaging position peaked at $1.1M in Q2 2025.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.