BERY β€” BERRY GLOBAL GROUP INC

Ownership history in CAROLINAS WEALTH CONSULTING LLC  Β·  7 quarters on record

AI Ownership Summary

CAROLINAS WEALTH CONSULTING LLC reported BERRY GLOBAL GROUP INC (BERY) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows BERY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BERY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAROLINAS WEALTH CONSULTING LLC's position in BERRY GLOBAL GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BERY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CAROLINAS WEALTH CONSULTING LLC held BERY β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 18 β€” 0% 0.00% $1K 2026-02-14 (Est.) β€”
2025 Q3 UNCHANGED 18 β€” 0% 0.00% $1K 2025-11-20 β€”
2025 Q2 ADDED 18 +2 +12.5% 0.00% $1K 2025-08-14 β€”
2024 Q4 ADDED 16 +4 +33.3% 0.00% $1K 2025-02-27 β€”
2024 Q3 REDUCED 12 -5 -29.4% 0.00% $772 2024-11-12 β€”
2024 Q2 ADDED 17 +3 +21.4% 0.00% $962 2024-08-12 β€”
2024 Q1 INITIATED 14 β€” β€” 0.00% $860 2024-05-15 β€”

🏒 Other funds also holding BERY

As of 2025 Q4 β€” sorted by position size

DANSKE BANK A/S 0.0% HUNTINGTON NATIONAL BANK 3Y 7Y 0.0%

FAQ About CAROLINAS WEALTH CONSULTING LLC and BERY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CAROLINAS WEALTH CONSULTING LLC reported owning BERY?

CAROLINAS WEALTH CONSULTING LLC reported BERY across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BERY position in CAROLINAS WEALTH CONSULTING LLC's portfolio?

The largest reported portfolio weight for BERY was 0.00% in 2025 Q2.

What is the latest reported BERY position on this page?

The most recent filing on this page is 2025 Q4, when CAROLINAS WEALTH CONSULTING LLC reported 18 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this BERY ownership page compare?

The chart compares CAROLINAS WEALTH CONSULTING LLC's quarterly BERY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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