CWC
BERY

Carolinas Wealth Consulting’s Berry Global Group, Inc. BERY Stock Holding History

Carolinas Wealth Consulting’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
-18
Closed -$1.24K – 1011
2025
Q1 		$1.24K Buy
18
+2
+13% +$139 ﹤0.01% 889
2024
Q4 		$1K Buy
16
+3
+23% +$198 ﹤0.01% 949
2024
Q3 		$772 Sell
13
-6
-32% -$357 ﹤0.01% 963
2024
Q2 		$962 Buy
19
+4
+27% +$217 ﹤0.01% 919
2024
Q1 		$860 Buy
+15
New +$853 ﹤0.01% 922

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

Carolinas Wealth Consulting's BERY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 18 shares — an estimated $1.24K sold.

Carolinas Wealth Consulting first reported a position in BERY in Q1 2024 and held it in 5 quarters. The position peaked at $1.24K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18 Berry Global Group, Inc. shares in Q2 2025, an estimated $1.24K.
  • Carolinas Wealth Consulting first reported a position in Berry Global Group, Inc. in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Berry Global Group, Inc. position peaked at $1.24K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.