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
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 $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

Wellington Management Group's KRT Position: Q1 2026 in Review

Wellington Management Group increased its Karat Packaging (KRT) stake by 13% in Q1 2026, buying an estimated $105K and bringing the position to 35,670 shares worth $996K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Wellington Management Group first reported a position in KRT in Q4 2021 and has held it in 16 quarters since. The position peaked at $13.2M in Q1 2024. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Wellington Management Group held 35,670 shares of Karat Packaging worth $996K as of Q1 2026.
  • Wellington Management Group bought 4,170 Karat Packaging shares in Q1 2026, an estimated $105K.
  • Karat Packaging made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1676 holding.
  • Wellington Management Group first reported a position in Karat Packaging in Q4 2021 and has held it in 16 quarters since.
  • Wellington Management Group's Karat Packaging position peaked at $13.2M in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.