Creative Planning’s Berry Global Group, Inc. BERY Stock Holding History

Creative Planning’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
2017 Q1	–	Sell	-109	Closed	-$1K	–	4947
2016 Q4	$1K	Buy	+109	New	+$4.66K	﹤0.01%	4515

Other funds holding BERY

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

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.