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

Shelton 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	-4,170	Closed	-$291K	–	749
2025 Q1	$291K	Sell	4,170 -155	-4%	-$10.8K	0.01%	484
2024 Q4	$280K	Sell	4,325 -667	-13%	-$44K	0.01%	532
2024 Q3	$312K	Hold	4,992	–	–	0.01%	483
2024 Q2	$270K	Sell	4,992 -554	-10%	-$30.1K	0.01%	532
2024 Q1	$308K	Hold	5,546	–	–	0.01%	517
2023 Q4	$343K	Buy	+5,546	New	+$313K	0.01%	429

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

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

Shelton Capital Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 4,170 shares — an estimated $291K sold.

Shelton Capital Management first reported a position in BERY in Q4 2023 and held it in 6 quarters. The position peaked at $343K in Q4 2023. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

Shelton Capital Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
Shelton Capital Management sold 4,170 Berry Global Group, Inc. shares in Q2 2025, an estimated $291K.
Shelton Capital Management first reported a position in Berry Global Group, Inc. in Q4 2023 and held it in 6 quarters.
Shelton Capital Management's Berry Global Group, Inc. position peaked at $343K in Q4 2023.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

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