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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
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 $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

Rothschild Investment LLC's KRT Position: Q1 2026 in Review

Rothschild Investment LLC increased its Karat Packaging (KRT) stake by 204% in Q1 2026, buying an estimated $1.28K and bringing the position to 76 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Rothschild Investment LLC first reported a position in KRT in Q2 2024 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Rothschild Investment LLC held 76 shares of Karat Packaging worth $2.12K as of Q1 2026.
  • Rothschild Investment LLC bought 51 Karat Packaging shares in Q1 2026, an estimated $1.28K.
  • Karat Packaging made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2537 holding.
  • Rothschild Investment LLC first reported a position in Karat Packaging in Q2 2024 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.