Wellington Management Group
KRT icon

Wellington Management Group’s Karat Packaging KRT Stock Holding History

Wellington Management Group’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 		– Sell
-35,670
Closed -$996K – 2007
2026
Q1 		$996K Buy
35,670
+4,170
+13% +$105K ﹤0.01% 1676
2025
Q4 		$711K Buy
+31,500
New +$729K ﹤0.01% 1773
2025
Q2 		– Sell
-272,733
Closed -$7.25M – 2001
2025
Q1 		$7.25M Sell
272,733
-73,427
-21% -$2.19M ﹤0.01% 1281
2024
Q4 		$10.5M Sell
346,160
-78,700
-19% -$2.28M ﹤0.01% 1182
2024
Q3 		$11M Sell
424,860
-21,500
-5% -$576K ﹤0.01% 1147
2024
Q2 		$13.2M Sell
446,360
-16,400
-4% -$461K ﹤0.01% 1081
2024
Q1 		$13.2M Sell
462,760
-63,776
-12% -$1.68M ﹤0.01% 1052
2023
Q4 		$13.1M Sell
526,536
-46,400
-8% -$1.02M ﹤0.01% 1042
2023
Q3 		$13.2M Sell
572,936
-17,900
-3% -$384K ﹤0.01% 1029
2023
Q2 		$10.8M Buy
590,836
+375,000
+174% +$5.78M ﹤0.01% 1085
2023
Q1 		$2.88M Buy
215,836
+42,100
+24% +$622K ﹤0.01% 1415
2022
Q4 		$2.5M Sell
173,736
-100,747
-37% -$1.47M ﹤0.01% 1460
2022
Q3 		$4.39M Buy
274,483
+82,813
+43% +$1.5M ﹤0.01% 1311
2022
Q2 		$3.27M Buy
191,670
+82,086
+75% +$1.54M ﹤0.01% 1426
2022
Q1 		$2.17M Buy
109,584
+33,391
+44% +$578K ﹤0.01% 1579
2021
Q4 		$1.54M Buy
+76,193
New +$1.61M ﹤0.01% 1724

Other funds holding KRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group's KRT Position: Q2 2026 in Review

Wellington Management Group sold out of Karat Packaging (KRT) in Q2 2026, closing a stake of 35,670 shares — an estimated $996K sold.

Wellington Management Group first reported a position in KRT in Q4 2021 and held it in 16 quarters. The position peaked at $13.2M in Q1 2024. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Wellington Management Group reported no remaining Karat Packaging position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 35,670 Karat Packaging shares in Q2 2026, an estimated $996K.
  • Wellington Management Group first reported a position in Karat Packaging in Q4 2021 and held it in 16 quarters.
  • Wellington Management Group's Karat Packaging position peaked at $13.2M in Q1 2024.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.