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Salem Investment Counselors’s Karat Packaging KRT Stock Holding History

Salem Investment Counselors’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
2025
Q4 		– Sell
-500
Closed -$12.6K – 810
2025
Q3 		$12.6K Hold
500
– – ﹤0.01% 837
2025
Q2 		$14.1K Sell
500
-500
-50% -$13.9K ﹤0.01% 793
2025
Q1 		$26.6K Hold
1,000
– – ﹤0.01% 672
2024
Q4 		$30.3K Hold
1,000
– – ﹤0.01% 668
2024
Q3 		$25.9K Buy
+1,000
New +$26.8K ﹤0.01% 700

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
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
KI
KTF Investments Seal Beach, California $584M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salem Investment Counselors's KRT Position: Q4 2025 in Review

Salem Investment Counselors sold out of Karat Packaging (KRT) in Q4 2025, closing a stake of 500 shares — an estimated $12.6K sold.

Salem Investment Counselors first reported a position in KRT in Q3 2024 and held it in 5 quarters. The position peaked at $30.3K in Q4 2024. 124 funds tracked by Wall St. Rank hold KRT as of Q4 2025.

  • Salem Investment Counselors reported no remaining Karat Packaging position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 500 Karat Packaging shares in Q4 2025, an estimated $12.6K.
  • Salem Investment Counselors first reported a position in Karat Packaging in Q3 2024 and held it in 5 quarters.
  • Salem Investment Counselors's Karat Packaging position peaked at $30.3K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held Karat Packaging as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.