Position in KRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$556,372
+$82,347 QoQ
Shares Held
16,628
-2.1% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 142 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KRT Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026LPL Financial LLC holds $201,154,595 across 16 Packaging & Containers names. KRT ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
1,969,731 | $85,387,838 | |
| 2 | IP |
International Paper Co /New/
|
955,651 | $36,410,303 | |
| 3 | PKG |
Packaging Corp Of America
|
150,773 | $35,926,190 | |
| 4 | SW |
Smurfit Westrock plc
|
221,201 | $10,232,758 | |
| 5 | SON |
Sonoco Products Co
|
169,019 | $9,524,220 | |
| 6 | BALL |
BALL Corp
|
132,568 | $8,272,243 | |
| 7 | AVY |
Avery Dennison Corp
|
32,605 | $5,293,421 | |
| 8 | CCK |
Crown Holdings, Inc.
|
33,170 | $3,709,069 |
All Filings in KRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,372 | 16,628 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $474,025 | 16,978 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $268,131 | 11,880 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $992,800 | 32,809 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $867,548 | 33,509 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,181,691 | 39,949 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,005,898 | 35,159 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $831,580 | 33,464 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $777,444 | 33,714 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||