KRT KARAT PACKAGING INC

Ownership history in RITHOLTZ WEALTH MANAGEMENT  ·  11 quarters on record

AI Ownership Summary

RITHOLTZ WEALTH MANAGEMENT reported KARAT PACKAGING INC (KRT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows KRT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RITHOLTZ WEALTH MANAGEMENT's position in KARAT PACKAGING INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KRT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RITHOLTZ WEALTH MANAGEMENT held KRT — position size vs. price
% of Fund (quarterly)    KRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 19,938 -5,065 -20.3% 0.01% $557K 2026-04-20 $29.80
2025 Q4 REDUCED 25,003 -14,577 -36.8% 0.01% $564K 2026-01-23 $24.25
2025 Q3 ADDED 39,580 +404 +1.0% 0.02% $998K 2025-10-28 $23.80
2025 Q2 ADDED 39,176 +19,098 +95.1% 0.02% $1.1M 2025-07-28 $26.64
2025 Q1 REDUCED 20,078 -4,508 -18.3% 0.02% $534K 2025-04-17 $22.70
2024 Q4 REDUCED 24,586 -2,409 -8.9% 0.02% $744K 2025-01-15 $26.77
2024 Q3 REDUCED 26,995 -5,788 -17.7% 0.02% $699K 2024-10-10 $23.43
2024 Q2 ADDED 32,783 +7,518 +29.8% 0.03% $970K 2024-08-01 $25.47
2024 Q1 ADDED 25,265 +7,378 +41.2% 0.02% $723K 2024-04-24 $23.71
2023 Q4 ADDED 17,887 +7,336 +69.5% 0.02% $445K 2024-01-18 $20.60
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RITHOLTZ WEALTH MANAGEMENT and KRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has RITHOLTZ WEALTH MANAGEMENT reported owning KRT?

RITHOLTZ WEALTH MANAGEMENT reported KRT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KRT position in RITHOLTZ WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for KRT was 0.03% in 2024 Q2.

What is the latest reported KRT position on this page?

The most recent filing on this page is 2026 Q1, when RITHOLTZ WEALTH MANAGEMENT reported 19,938 shares, equal to 0.01% of portfolio, with an estimated market value of $557K.

What does the chart on this KRT ownership page compare?

The chart compares RITHOLTZ WEALTH MANAGEMENT's quarterly KRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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