CFC Planning Company’s Sonoco SON Stock Holding History

CFC Planning Company’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 Q4	–	Sell	-4,645	Closed	-$200K	–	101
2025 Q3	$200K	Buy	+4,645	New	+$215K	0.16%	84

Other funds holding SON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFC Planning Company's SON Position: Q4 2025 in Review

CFC Planning Company sold out of Sonoco (SON) in Q4 2025, closing a stake of 4,645 shares — an estimated $200K sold.

CFC Planning Company first reported a position in SON in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

CFC Planning Company reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
CFC Planning Company sold 4,645 Sonoco shares in Q4 2025, an estimated $200K.
CFC Planning Company first reported a position in Sonoco in Q3 2025 and held it in 1 quarter.
CFC Planning Company's Sonoco position peaked at $200K in Q3 2025.
463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.