Position in KRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,279
-$30,418 QoQ
Shares Held
98
-93.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 142 holders
Holding Since
Jun 2025
4 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, 2026Clearstead Advisors, LLC holds $40,519,873 across 18 Packaging & Containers names. KRT ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SON |
Sonoco Products Co
|
693,027 | $39,052,071 | |
| 2 | BALL |
BALL Corp
|
8,001 | $499,262 | |
| 3 | PKG |
Packaging Corp Of America
|
1,791 | $426,759 | |
| 4 | REYN |
Reynolds Consumer Products Inc.
|
5,361 | $143,942 | |
| 5 | AVY |
Avery Dennison Corp
|
562 | $91,240 | |
| 6 | CCK |
Crown Holdings, Inc.
|
687 | $76,820 | |
| 7 | AMCR |
Amcor plc
|
1,485 | $64,374 | |
| 8 | MYE |
Myers Industries Inc
|
1,540 | $54,377 |
All Filings in KRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,279 | 98 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $33,697 | 1,493 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,033 | 517 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,573 | 411 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||