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Carolinas Wealth Consulting’s Sonoco SON Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-68
Closed -$3.2K – 803
2025
Q1 		$3.2K Sell
68
-337
-83% -$15.9K ﹤0.01% 689
2024
Q4 		$19.8K Buy
405
+4
+1% +$207 ﹤0.01% 470
2024
Q3 		$21.9K Buy
401
+4
+1% +$209 ﹤0.01% 470
2024
Q2 		$20.1K Sell
397
-123
-24% -$7.11K ﹤0.01% 480
2024
Q1 		$30.1K Sell
520
-20,231
-97% -$1.15M 0.01% 442
2023
Q4 		$55.3K Sell
20,751
-8
-0% -$434 0.01% 326
2023
Q3 		$53.1K Buy
20,759
+3
+0% +$170 0.01% 306
2023
Q2 		$57.6K Buy
20,756
+4
+0% +$241 0.01% 326
2023
Q1 		$58.6K Buy
20,752
+5
+0% +$297 0.01% 333
2022
Q4 		$58.2K Buy
20,747
+18
+0.1% +$1.08K 0.01% 328
2022
Q3 		$55K Buy
20,729
+3
+0% +$184 0.01% 313
2022
Q2 		$55K Buy
20,726
+20,125
+3,349% +$1.2M 0.01% 314
2022
Q1 		$38K Buy
601
+4
+0.7% +$232 0.01% 392
2021
Q4 		$35K Buy
597
+3
+0.5% +$179 0.01% 414
2021
Q3 		$35K Buy
594
+304
+105% +$19.4K 0.01% 392
2021
Q2 		$19K Buy
290
+1
+0.3% +$66 ﹤0.01% 511
2021
Q1 		$18K Buy
289
+1
+0.3% +$61 ﹤0.01% 531
2020
Q4 		$17K Buy
288
+117
+68% +$6.58K ﹤0.01% 502
2020
Q3 		$9K Buy
171
+1
+0.6% +$53 ﹤0.01% 501
2020
Q2 		$9K Buy
+170
New +$8.42K ﹤0.01% 357

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's SON Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Sonoco (SON) in Q2 2025, closing a stake of 68 shares — an estimated $3.2K sold.

Carolinas Wealth Consulting first reported a position in SON in Q2 2020 and held it in 20 quarters. The position peaked at $58.6K in Q1 2023. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Sonoco position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 68 Sonoco shares in Q2 2025, an estimated $3.2K.
  • Carolinas Wealth Consulting first reported a position in Sonoco in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Sonoco position peaked at $58.6K in Q1 2023.
  • 452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.