True Wealth Design’s Karat Packaging KRT Stock Holding History

True Wealth Design’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	$3.47K	Hold	66	–	–	﹤0.01%	1475
2026 Q2	$2.21K	Buy	66 +25	+61%	+$720	﹤0.01%	1650
2026 Q1	$1.14K	Buy	41 +18	+78%	+$454	﹤0.01%	1755
2025 Q4	$520	Buy	23 +1	+5%	+$23	﹤0.01%	1940
2025 Q3	$555	Buy	22 +11	+100%	+$289	﹤0.01%	1978
2025 Q2	$310	Buy	11 +8	+267%	+$223	﹤0.01%	1921
2025 Q1	$80	Buy	+3	New	+$89	﹤0.01%	2272

Other funds holding KRT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWM

Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

UFF

USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

True Wealth Design's KRT Position: Q3 2026 in Review

True Wealth Design held its Karat Packaging (KRT) position steady in Q3 2026 at 66 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

True Wealth Design first reported a position in KRT in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

True Wealth Design held 66 shares of Karat Packaging worth $3.47K as of Q3 2026.
True Wealth Design left its Karat Packaging share count unchanged in Q3 2026.
Karat Packaging made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1475 holding.
True Wealth Design first reported a position in Karat Packaging in Q1 2025 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.