TCM
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
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

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Triumph Capital Management's KRT Position: Q2 2026 in Review

Triumph Capital Management held its Karat Packaging (KRT) position steady in Q2 2026 at 220 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Triumph Capital Management first reported a position in KRT in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Triumph Capital Management held 220 shares of Karat Packaging worth $7.36K as of Q2 2026.
  • Triumph Capital Management left its Karat Packaging share count unchanged in Q2 2026.
  • Karat Packaging made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1242 holding.
  • Triumph Capital Management first reported a position in Karat Packaging in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.