USA Financial Formulas’s Karat Packaging KRT Stock Holding History

USA Financial Formulas’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	$45.8K	Buy	+871	New	+$38.9K	0.01%	242

Other funds holding KRT

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

Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 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

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

GK Wealth Management Reno, Nevada $178M AUM 41.48% 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

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

USA Financial Formulas's KRT Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Karat Packaging (KRT) in Q3 2026: 871 shares worth $45.8K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings.

16 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

USA Financial Formulas held 871 shares of Karat Packaging worth $45.8K as of Q3 2026.
Karat Packaging was a new USA Financial Formulas position in Q3 2026.
Karat Packaging made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #242 holding.
16 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.