ZIM
KRT icon

Zacks Investment Management’s Karat Packaging KRT Stock Holding History

Zacks Investment Management’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 		$378K Buy
+11,302
New +$325K ﹤0.01% 557
2024
Q3 		– Sell
-85,097
Closed -$2.52M – 728
2024
Q2 		$2.52M Buy
85,097
+6,260
+8% +$176K 0.03% 258
2024
Q1 		$2.26M Buy
78,837
+13,505
+21% +$356K 0.02% 295
2023
Q4 		$1.62M Sell
65,332
-1,886
-3% -$41.6K 0.02% 318
2023
Q3 		$1.55M Buy
+67,218
New +$1.44M 0.02% 311

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

Zacks Investment Management's KRT Position: Q2 2026 in Review

Zacks Investment Management opened a new position in Karat Packaging (KRT) in Q2 2026: 11,302 shares worth $378K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Zacks Investment Management previously reported a position in KRT as recently as Q2 2024.

Zacks Investment Management first reported a position in KRT in Q3 2023 and has held it in 5 quarters since. The position peaked at $2.52M in Q2 2024. 143 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

  • Zacks Investment Management held 11,302 shares of Karat Packaging worth $378K as of Q2 2026.
  • Karat Packaging was a new Zacks Investment Management position in Q2 2026.
  • Karat Packaging made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #557 holding.
  • Zacks Investment Management first reported a position in Karat Packaging in Q3 2023 and has held it in 5 quarters since.
  • Zacks Investment Management's Karat Packaging position peaked at $2.52M in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.