CAL
BERY

Capital Advisors Ltd’s Berry Global Group, Inc. BERY Stock Holding History

Capital Advisors Ltd’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-26
Closed -$2K – 1679
2025
Q1 		$2K Hold
26
– – ﹤0.01% 1108
2024
Q4 		$2K Sell
26
-2
-7% -$132 ﹤0.01% 1130
2024
Q3 		$2K Hold
28
– – ﹤0.01% 1123
2024
Q2 		$2K Sell
28
-10
-26% -$543 ﹤0.01% 1101
2024
Q1 		$2K Buy
38
+10
+36% +$569 ﹤0.01% 1096
2023
Q4 		$2K Hold
28
– – ﹤0.01% 1069
2023
Q3 		$2K Hold
28
– – ﹤0.01% 1060
2023
Q2 		$2K Hold
28
– – ﹤0.01% 1063
2023
Q1 		$2K Hold
28
– – ﹤0.01% 955
2022
Q4 		$2K Sell
28
-16
-36% -$784 ﹤0.01% 917
2022
Q3 		$2K Buy
44
+9
+26% +$452 ﹤0.01% 925
2022
Q2 		$2K Buy
+35
New +$1.81K ﹤0.01% 703
2022
Q1 		– Sell
-5
Closed – – 1260
2021
Q4 		$0 Buy
+5
New +$310 ﹤0.01% 966

Other funds holding BERY

OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Capital Advisors Ltd's BERY Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 26 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in BERY in Q4 2021 and held it in 13 quarters. The position peaked at $2K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 26 Berry Global Group, Inc. shares in Q2 2025, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Berry Global Group, Inc. in Q4 2021 and held it in 13 quarters.
  • Capital Advisors Ltd's Berry Global Group, Inc. position peaked at $2K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.