Y-Intercept (HK)’s Karat Packaging KRT Stock Holding History

Y-Intercept (HK)’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	$204K	Buy	+6,091	New	+$175K	﹤0.01%	1571

Other funds holding KRT

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Y-Intercept (HK)'s KRT Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Karat Packaging (KRT) in Q2 2026: 6,091 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings.

15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

Y-Intercept (HK) held 6,091 shares of Karat Packaging worth $204K as of Q2 2026.
Karat Packaging was a new Y-Intercept (HK) position in Q2 2026.
Karat Packaging made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1571 holding.
15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.