CAL
BERY

Capital Analysts LLC’s Berry Global Group, Inc. BERY Stock Holding History

Capital Analysts LLC’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
-66
Closed -$5K – 1432
2025
Q1 		$5K Hold
66
– – ﹤0.01% 1239
2024
Q4 		$4K Sell
66
-6
-8% -$396 ﹤0.01% 1188
2024
Q3 		$4K Buy
+72
New +$4.28K ﹤0.01% 1168
2017
Q4 		– Sell
-168
Closed -$9K – 483
2017
Q3 		$9K Buy
+168
New +$8.78K ﹤0.01% 395
2015
Q1 		– Sell
-2,944
Closed -$85.3K – 415
2014
Q4 		$85.3K Sell
2,944
-543
-16% -$13.6K 0.02% 206
2014
Q3 		$80.8K Buy
3,487
+883
+34% +$20.1K 0.02% 209
2014
Q2 		$61.7K Buy
2,604
+569
+28% +$12.4K 0.02% 221
2014
Q1 		$43.3K Buy
+2,035
New +$43.5K 0.01% 237

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 Analysts LLC's BERY Position: Q2 2025 in Review

Capital Analysts LLC sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 66 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in BERY in Q1 2014 and held it in 8 quarters. The position peaked at $85.3K in Q4 2014. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Capital Analysts LLC reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 66 Berry Global Group, Inc. shares in Q2 2025, an estimated $5K.
  • Capital Analysts LLC first reported a position in Berry Global Group, Inc. in Q1 2014 and held it in 8 quarters.
  • Capital Analysts LLC's Berry Global Group, Inc. position peaked at $85.3K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.