CCM
BERY

Coldstream Capital Management’s Berry Global Group, Inc. BERY Stock Holding History

Coldstream Capital Management’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
-2,124
Closed -$148K – 3531
2025
Q1 		$148K Buy
+2,124
New +$148K ﹤0.01% 1152

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

Coldstream Capital Management's BERY Position: Q2 2025 in Review

Coldstream Capital Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 2,124 shares — an estimated $148K sold.

Coldstream Capital Management first reported a position in BERY in Q1 2025 and held it in 1 quarter. The position peaked at $148K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

  • Coldstream Capital Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,124 Berry Global Group, Inc. shares in Q2 2025, an estimated $148K.
  • Coldstream Capital Management first reported a position in Berry Global Group, Inc. in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Berry Global Group, Inc. position peaked at $148K in Q1 2025.
  • 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.