Burkett Financial Services’s Sonoco SON Stock Holding History

Burkett Financial Services’s Portfolio SON Stock Details SON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.9K	Buy	441 +5	+1%	+$256	0.01%	139
2026 Q1	$23.6K	Buy	436 +4	+0.9%	+$206	0.01%	138
2025 Q4	$18.9K	Buy	432 +5	+1%	+$207	0.01%	142
2025 Q3	$18.4K	Sell	427 -28	-6%	-$1.29K	0.01%	141
2025 Q2	$19.8K	Buy	455 +6	+1%	+$268	0.01%	126
2025 Q1	$21.2K	Buy	449 +4	+0.9%	+$189	0.01%	131
2024 Q4	$21.7K	Buy	445 +2	+0.5%	+$103	0.01%	120
2024 Q3	$24.2K	Buy	443 +1	+0.2%	+$52	0.01%	108
2024 Q2	$22.4K	Sell	442 -98	-18%	-$5.66K	0.01%	111
2024 Q1	$31.3K	Buy	540 +4	+0.7%	+$228	0.02%	105
2023 Q4	$29.9K	Buy	+536	New	+$29.1K	0.02%	102

Other funds holding SON

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Burkett Financial Services's SON Position: Q2 2026 in Review

Burkett Financial Services increased its Sonoco (SON) stake by 1.1% in Q2 2026, buying an estimated $256 and bringing the position to 441 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #139.

Burkett Financial Services first reported a position in SON in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.3K in Q1 2024. 110 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Burkett Financial Services held 441 shares of Sonoco worth $24.9K as of Q2 2026.
Burkett Financial Services bought 5 Sonoco shares in Q2 2026, an estimated $256.
Sonoco made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #139 holding.
Burkett Financial Services first reported a position in Sonoco in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Sonoco position peaked at $31.3K in Q1 2024.
110 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.