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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
Q2 		$2.21K Buy
66
+25
+61% +$720 ﹤0.01% 1650
2026
Q1 		$1.15K 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

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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

True Wealth Design's KRT Position: Q2 2026 in Review

True Wealth Design increased its Karat Packaging (KRT) stake by 61% in Q2 2026, buying an estimated $720 and bringing the position to 66 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

True Wealth Design first reported a position in KRT in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • True Wealth Design held 66 shares of Karat Packaging worth $2.21K as of Q2 2026.
  • True Wealth Design bought 25 Karat Packaging shares in Q2 2026, an estimated $720.
  • Karat Packaging made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1650 holding.
  • True Wealth Design first reported a position in Karat Packaging in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.