Triumph Capital Management
KRT icon

Triumph Capital Management’s Karat Packaging KRT Stock Holding History

Triumph Capital 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
Q3 		$11.6K Hold
220
– – ﹤0.01% 1153
2026
Q2 		$7.36K Hold
220
– – ﹤0.01% 1242
2026
Q1 		$6.14K Sell
220
-50
-19% -$1.26K ﹤0.01% 1249
2025
Q4 		$6.09K Buy
+270
New +$6.25K ﹤0.01% 1208

Other funds holding KRT

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
KTF Investments
KTF Investments Seal Beach, California $932M AUM 49.49% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Revisor Wealth Management
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Triumph Capital Management's KRT Position: Q3 2026 in Review

Triumph Capital Management held its Karat Packaging (KRT) position steady in Q3 2026 at 220 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Triumph Capital Management first reported a position in KRT in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • Triumph Capital Management held 220 shares of Karat Packaging worth $11.6K as of Q3 2026.
  • Triumph Capital Management left its Karat Packaging share count unchanged in Q3 2026.
  • Karat Packaging made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1153 holding.
  • Triumph Capital Management first reported a position in Karat Packaging in Q4 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.