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Capital Analysts LLC’s Sonoco SON Stock Holding History

Capital Analysts LLC’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 		$8K Buy
+139
New +$7.13K ﹤0.01% 1334
2026
Q1 		– Sell
-137
Closed -$6K – 1589
2025
Q4 		$6K Buy
137
+1
+0.7% +$41 ﹤0.01% 1328
2025
Q3 		$6K Buy
136
+2
+1% +$92 ﹤0.01% 1287
2025
Q2 		$6K Buy
134
+2
+2% +$89 ﹤0.01% 1232
2025
Q1 		$6K Buy
132
+1
+0.8% +$47 ﹤0.01% 1206
2024
Q4 		$6K Hold
131
– – ﹤0.01% 1143
2024
Q3 		$7K Hold
131
– – ﹤0.01% 1092
2024
Q2 		$7K Buy
+131
New +$7.57K ﹤0.01% 1011
2019
Q1 		– Sell
-15
Closed -$1K – 684
2018
Q4 		$1K Hold
15
– – ﹤0.01% 581
2018
Q3 		$1K Hold
15
– – ﹤0.01% 552
2018
Q2 		$1K Hold
15
– – ﹤0.01% 561
2018
Q1 		$1K Buy
+15
New +$763 ﹤0.01% 550
2016
Q4 		– Sell
-15
Closed -$792 – 391
2016
Q3 		$792 Buy
+15
New +$773 ﹤0.01% 369

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Analysts LLC's SON Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in Sonoco (SON) in Q2 2026: 139 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1334 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in SON as recently as Q4 2025.

Capital Analysts LLC first reported a position in SON in Q3 2016 and has held it in 13 quarters since. 507 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Capital Analysts LLC held 139 shares of Sonoco worth $8K as of Q2 2026.
  • Sonoco was a new Capital Analysts LLC position in Q2 2026.
  • Sonoco made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1334 holding.
  • Capital Analysts LLC first reported a position in Sonoco in Q3 2016 and has held it in 13 quarters since.
  • 507 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.