Skip to main content

Creative Planning

Position in KRT — Karat Packaging Inc.

CIK 1540235 OVERLAND PARK, KS

Position in KRT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$853,129
+$273,454 QoQ
Shares Held
25,497
+22.8% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 142 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in KRT Over Time

Shares Held

Position Value (USD)

Position in Packaging & Containers

Consumer Cyclical · as of Jun 30, 2026

Creative Planning holds $100,124,600 across 19 Packaging & Containers names. KRT ranks #16 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in KRT

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $853,129 25,497
2026-03-31 $579,675 20,762
2025-12-31 $349,722 15,495