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Wealth Preservation Advisors’s Karat Packaging KRT Stock Holding History

Wealth Preservation Advisors’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
Q1 		$168 Buy
+6
New +$151 ﹤0.01% 893

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealth Preservation Advisors's KRT Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Karat Packaging (KRT) in Q1 2026: 6 shares worth $168. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings.

132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Wealth Preservation Advisors held 6 shares of Karat Packaging worth $168 as of Q1 2026.
  • Karat Packaging was a new Wealth Preservation Advisors position in Q1 2026.
  • Karat Packaging made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #893 holding.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.