Caerus Investment Advisors’s Sonoco SON Stock Holding History

Caerus Investment Advisors’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	–	Sell	-4,928	Closed	-$267K	–	383
2026 Q1	$267K	Hold	4,928	–	–	0.11%	190
2025 Q4	$215K	Buy	+4,928	New	+$204K	0.07%	296

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caerus Investment Advisors's SON Position: Q2 2026 in Review

Caerus Investment Advisors sold out of Sonoco (SON) in Q2 2026, closing a stake of 4,928 shares — an estimated $267K sold.

Caerus Investment Advisors first reported a position in SON in Q4 2025 and held it in 2 quarters. The position peaked at $267K in Q1 2026. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Caerus Investment Advisors reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
Caerus Investment Advisors sold 4,928 Sonoco shares in Q2 2026, an estimated $267K.
Caerus Investment Advisors first reported a position in Sonoco in Q4 2025 and held it in 2 quarters.
Caerus Investment Advisors's Sonoco position peaked at $267K in Q1 2026.
507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.