CPG
SON icon

Cornerstone Planning Group’s Sonoco SON Stock Holding History

Cornerstone Planning Group’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
-684
Closed -$19K – 1830
2025
Q3 		$19K Buy
+684
New +$31.6K ﹤0.01% 600

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's SON Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Sonoco (SON) in Q4 2025, closing a stake of 684 shares — an estimated $19K sold.

Cornerstone Planning Group first reported a position in SON in Q3 2025 and held it in 1 quarter. The position peaked at $19K in Q3 2025. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 684 Sonoco shares in Q4 2025, an estimated $19K.
  • Cornerstone Planning Group first reported a position in Sonoco in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Sonoco position peaked at $19K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.