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 Q2	$1M	Buy	29,963 +10,025	+50%	+$289K	0.02%	615
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Karat Packaging (KRT) stake by 50% in Q2 2026, buying an estimated $289K and bringing the position to 29,963 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #615.

Ritholtz Wealth Management first reported a position in KRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2025. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

Ritholtz Wealth Management held 29,963 shares of Karat Packaging worth $1M as of Q2 2026.
Ritholtz Wealth Management bought 10,025 Karat Packaging shares in Q2 2026, an estimated $289K.
Karat Packaging made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #615 holding.
Ritholtz Wealth Management first reported a position in Karat Packaging in Q3 2023 and has held it in 12 quarters since.
Ritholtz Wealth Management's Karat Packaging position peaked at $1.1M in Q2 2025.
143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.