Creative Planning’s Berry Global Group, Inc. BERY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,333
| Closed | -$512K | – | 3814 |
|
|
2025
Q1 | $512K | Buy |
7,333
+169
| +2% | +$11.7K | ﹤0.01% | 2261 |
|
|
2024
Q4 | $463K | Sell |
7,164
-271
| -4% | -$17.9K | ﹤0.01% | 2300 |
|
|
2024
Q3 | $464K | Buy |
7,435
+216
| +3% | +$12.8K | ﹤0.01% | 2174 |
|
|
2024
Q2 | $390K | Buy |
7,219
+405
| +6% | +$22K | ﹤0.01% | 2149 |
|
|
2024
Q1 | $378K | Sell |
6,814
-368
| -5% | -$20.9K | ﹤0.01% | 2059 |
|
|
2023
Q4 | $444K | Buy |
7,182
+667
| +10% | +$37.6K | ﹤0.01% | 1788 |
|
|
2023
Q3 | $370K | Buy |
6,515
+423
| +7% | +$24.9K | ﹤0.01% | 1770 |
|
|
2023
Q2 | $360K | Buy |
6,092
+355
| +6% | +$19.4K | ﹤0.01% | 1770 |
|
|
2023
Q1 | $310K | Buy |
5,737
+406
| +8% | +$22.5K | ﹤0.01% | 1797 |
|
|
2022
Q4 | $296K | Buy |
5,331
+606
| +13% | +$29.7K | ﹤0.01% | 1737 |
|
|
2022
Q3 | $202K | Buy |
4,725
+51
| +1% | +$2.56K | ﹤0.01% | 1914 |
|
|
2022
Q2 | $235K | Buy |
4,674
+101
| +2% | +$5.24K | ﹤0.01% | 1784 |
|
|
2022
Q1 | $243K | Buy |
4,573
+42
| +0.9% | +$2.46K | ﹤0.01% | 1769 |
|
|
2021
Q4 | $307K | Buy |
+4,531
| New | +$281K | ﹤0.01% | 1604 |
|
|
2017
Q3 | – | Sell |
-693
| Closed | -$36K | – | 3805 |
|
|
2017
Q2 | $36K | Sell |
693
-43
| -6% | -$2.15K | ﹤0.01% | 2789 |
|
|
2017
Q1 | $33K | Buy |
736
+11
| +2% | +$506 | ﹤0.01% | 2774 |
|
|
2016
Q4 | $32K | Buy |
725
+127
| +21% | +$5.43K | ﹤0.01% | 2749 |
|
|
2016
Q3 | $24K | Sell |
598
-10
| -2% | -$392 | ﹤0.01% | 2940 |
|
|
2016
Q2 | $22K | Sell |
608
-6
| -1% | -$205 | ﹤0.01% | 2737 |
|
|
2016
Q1 | $20K | Sell |
614
-15
| -2% | -$437 | ﹤0.01% | 2765 |
|
|
2015
Q4 | $21K | Buy |
629
+575
| +1,065% | +$18.2K | ﹤0.01% | 2821 |
|
|
2015
Q3 | $2K | Buy |
+54
| New | +$1.56K | ﹤0.01% | 3991 |
|
|
2015
Q2 | – | Sell |
-926
| Closed | -$31K | – | 3114 |
|
|
2015
Q1 | $31K | Buy |
926
+327
| +55% | +$10.3K | ﹤0.01% | 2382 |
|
|
2014
Q4 | $17K | Sell |
599
-272
| -31% | -$6.81K | ﹤0.01% | 2784 |
|
|
2014
Q3 | $20K | Buy |
871
+109
| +14% | +$2.49K | ﹤0.01% | 2549 |
|
|
2014
Q2 | $18K | Hold |
762
| – | – | ﹤0.01% | 2562 |
|
|
2014
Q1 | $16K | Hold |
762
| – | – | ﹤0.01% | 2524 |
|
|
2013
Q4 | $17K | Hold |
762
| – | – | ﹤0.01% | 2294 |
|
|
2013
Q3 | $14K | Buy |
762
+217
| +40% | +$4.52K | ﹤0.01% | 2289 |
|
|
2013
Q2 | $11K | Buy |
+545
| New | +$10.2K | ﹤0.01% | 2241 |
|
Other funds holding BERY
OLVIG
IA
HNB
Creative Planning's BERY Position: Q2 2025 in Review
Creative Planning sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 7,333 shares — an estimated $512K sold.
Creative Planning first reported a position in BERY in Q2 2013 and held it in 30 quarters. The position peaked at $512K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.
- Creative Planning reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
- Creative Planning sold 7,333 Berry Global Group, Inc. shares in Q2 2025, an estimated $512K.
- Creative Planning first reported a position in Berry Global Group, Inc. in Q2 2013 and held it in 30 quarters.
- Creative Planning's Berry Global Group, Inc. position peaked at $512K in Q1 2025.
- 5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.
Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.