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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
Q3 		$21.8K Buy
446
+5
+1% +$273 0.01% 239
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

SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Burkett Financial Services's SON Position: Q3 2026 in Review

Burkett Financial Services increased its Sonoco (SON) stake by 1.1% in Q3 2026, buying an estimated $273 and bringing the position to 446 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #239.

Burkett Financial Services first reported a position in SON in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.3K in Q1 2024. 14 funds tracked by Wall St. Rank hold SON as of Q3 2026.

  • Burkett Financial Services held 446 shares of Sonoco worth $21.8K as of Q3 2026.
  • Burkett Financial Services bought 5 Sonoco shares in Q3 2026, an estimated $273.
  • Sonoco made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #239 holding.
  • Burkett Financial Services first reported a position in Sonoco in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Sonoco position peaked at $31.3K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.