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Rothschild Investment LLC’s Karat Packaging KRT Stock Holding History

Rothschild Investment LLC’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 		$4.58K Buy
137
+61
+80% +$1.76K ﹤0.01% 2327
2026
Q1 		$2.12K Buy
76
+51
+204% +$1.28K ﹤0.01% 2537
2025
Q4 		$564 Buy
+25
New +$579 ﹤0.01% 2893
2024
Q3 		– Sell
-5
Closed -$148 – 2943
2024
Q2 		$148 Buy
+5
New +$141 ﹤0.01% 2578

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

Rothschild Investment LLC's KRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Karat Packaging (KRT) stake by 80% in Q2 2026, buying an estimated $1.76K and bringing the position to 137 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

Rothschild Investment LLC first reported a position in KRT in Q2 2024 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Rothschild Investment LLC held 137 shares of Karat Packaging worth $4.58K as of Q2 2026.
  • Rothschild Investment LLC bought 61 Karat Packaging shares in Q2 2026, an estimated $1.76K.
  • Karat Packaging made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2327 holding.
  • Rothschild Investment LLC first reported a position in Karat Packaging in Q2 2024 and has held it in 4 quarters since.
  • 142 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.