Y-Intercept (HK)
KRT icon

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
Q3 		– Sell
-6,091
Closed -$204K – 1857
2026
Q2 		$204K Buy
+6,091
New +$175K ﹤0.01% 1571

Other funds holding KRT

CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Y-Intercept (HK)'s KRT Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Karat Packaging (KRT) in Q3 2026, closing a stake of 6,091 shares — an estimated $204K sold.

Y-Intercept (HK) first reported a position in KRT in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 14 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Karat Packaging position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 6,091 Karat Packaging shares in Q3 2026, an estimated $204K.
  • Y-Intercept (HK) first reported a position in Karat Packaging in Q2 2026 and held it in 1 quarter.
  • Y-Intercept (HK)'s Karat Packaging position peaked at $204K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.