KOC
BRY

Koss-Olinger Consulting’s Berry Corp BRY Stock Holding History

Koss-Olinger Consulting’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-69,173
Closed -$286K – 311
2024
Q4 		$286K Sell
69,173
-3,487
-5% -$16.1K 0.03% 158
2024
Q3 		$373K Buy
72,660
+4,533
+7% +$27.7K 0.03% 197
2024
Q2 		$440K Buy
+68,127
New +$507K 0.04% 165
2024
Q1 		– Sell
-51,724
Closed -$364K – 75
2023
Q4 		$364K Buy
+51,724
New +$388K 0.04% 213

Other funds holding BRY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SDIC
South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

Koss-Olinger Consulting's BRY Position: Q1 2025 in Review

Koss-Olinger Consulting sold out of Berry Corp (BRY) in Q1 2025, closing a stake of 69,173 shares — an estimated $286K sold.

Koss-Olinger Consulting first reported a position in BRY in Q4 2023 and held it in 4 quarters. The position peaked at $440K in Q2 2024. 184 funds tracked by Wall St. Rank hold BRY as of Q1 2025.

  • Koss-Olinger Consulting reported no remaining Berry Corp position as of Q1 2025 after selling out during the quarter.
  • Koss-Olinger Consulting sold 69,173 Berry Corp shares in Q1 2025, an estimated $286K.
  • Koss-Olinger Consulting first reported a position in Berry Corp in Q4 2023 and held it in 4 quarters.
  • Koss-Olinger Consulting's Berry Corp position peaked at $440K in Q2 2024.
  • 184 funds tracked by Wall St. Rank held Berry Corp as of Q1 2025.

Based on Koss-Olinger Consulting's 13F filing for Q1 2025, filed 12 May 2025.