Creative Planning
SON icon

Creative Planning’s Sonoco SON Stock Holding History

Creative Planning’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
Q1 		$4.86M Buy
89,891
+29,982
+50% +$1.54M ﹤0.01% 1221
2025
Q4 		$2.61M Buy
59,909
+6,286
+12% +$260K ﹤0.01% 1492
2025
Q3 		$2.31M Buy
53,623
+28,987
+118% +$1.34M ﹤0.01% 1434
2025
Q2 		$1.07M Buy
24,636
+10,312
+72% +$461K ﹤0.01% 1796
2025
Q1 		$677K Sell
14,324
-2,590
-15% -$122K ﹤0.01% 2032
2024
Q4 		$826K Buy
16,914
+5,479
+48% +$283K ﹤0.01% 1801
2024
Q3 		$625K Buy
11,435
+473
+4% +$24.7K ﹤0.01% 1912
2024
Q2 		$556K Buy
10,962
+151
+1% +$8.72K ﹤0.01% 1858
2024
Q1 		$625K Buy
10,811
+1,332
+14% +$76K ﹤0.01% 1694
2023
Q4 		$530K Buy
9,479
+399
+4% +$21.6K ﹤0.01% 1681
2023
Q3 		$494K Buy
9,080
+200
+2% +$11.3K ﹤0.01% 1583
2023
Q2 		$524K Buy
8,880
+22
+0.2% +$1.32K ﹤0.01% 1517
2023
Q1 		$540K Buy
8,858
+416
+5% +$24.7K ﹤0.01% 1414
2022
Q4 		$513K Sell
8,442
-2,017
-19% -$121K ﹤0.01% 1411
2022
Q3 		$593K Buy
10,459
+5,033
+93% +$309K ﹤0.01% 1228
2022
Q2 		$309K Buy
5,426
+214
+4% +$12.7K ﹤0.01% 1592
2022
Q1 		$326K Buy
5,212
+23
+0.4% +$1.33K ﹤0.01% 1576
2021
Q4 		$300K Buy
5,189
+23
+0.4% +$1.37K ﹤0.01% 1623
2021
Q3 		$308K Buy
5,166
+60
+1% +$3.84K ﹤0.01% 1575
2021
Q2 		$342K Sell
5,106
-74
-1% -$4.91K ﹤0.01% 1495
2021
Q1 		$328K Buy
5,180
+921
+22% +$56.2K ﹤0.01% 1741
2020
Q4 		$252K Buy
4,259
+45
+1% +$2.53K ﹤0.01% 1734
2020
Q3 		$215K Sell
4,214
-332
-7% -$17.6K ﹤0.01% 1633
2020
Q2 		$238K Sell
4,546
-231
-5% -$11.4K ﹤0.01% 1438
2020
Q1 		$221K Sell
4,777
-942
-16% -$50.2K ﹤0.01% 1348
2019
Q4 		$353K Sell
5,719
-11
-0.2% -$651 ﹤0.01% 1306
2019
Q3 		$334K Buy
5,730
+570
+11% +$34K ﹤0.01% 1294
2019
Q2 		$337K Buy
5,160
+13
+0.3% +$821 ﹤0.01% 1299
2019
Q1 		$317K Buy
5,147
+160
+3% +$9.2K ﹤0.01% 1302
2018
Q4 		$265K Sell
4,987
-2,491
-33% -$137K ﹤0.01% 1316
2018
Q3 		$415K Buy
7,478
+795
+12% +$44.3K ﹤0.01% 1196
2018
Q2 		$351K Buy
6,683
+477
+8% +$24.5K ﹤0.01% 1266
2018
Q1 		$301K Buy
6,206
+70
+1% +$3.56K ﹤0.01% 1340
2017
Q4 		$326K Buy
6,136
+726
+13% +$38K ﹤0.01% 1314
2017
Q3 		$273K Buy
5,410
+85
+2% +$4.19K ﹤0.01% 1384
2017
Q2 		$274K Sell
5,325
-301
-5% -$15.5K ﹤0.01% 1345
2017
Q1 		$298K Buy
5,626
+309
+6% +$16.6K ﹤0.01% 1269
2016
Q4 		$280K Buy
5,317
+122
+2% +$6.37K ﹤0.01% 1225
2016
Q3 		$274K Buy
5,195
+655
+14% +$33.8K ﹤0.01% 1224
2016
Q2 		$225K Sell
4,540
-832
-15% -$39.5K ﹤0.01% 1199
2016
Q1 		$261K Hold
5,372
– – ﹤0.01% 1087
2015
Q4 		$220K Sell
5,372
-303
-5% -$12.6K ﹤0.01% 1149
2015
Q3 		$214K Buy
+5,675
New +$231K ﹤0.01% 1159
2015
Q2 		– Sell
-5,970
Closed -$271K – 2729
2015
Q1 		$271K Buy
5,970
+635
+12% +$28.8K ﹤0.01% 1046
2014
Q4 		$233K Hold
5,335
– – ﹤0.01% 1046
2014
Q3 		$210K Sell
5,335
-1,000
-16% -$40.8K ﹤0.01% 1033
2014
Q2 		$278K Sell
6,335
-276
-4% -$11.7K ﹤0.01% 872
2014
Q1 		$271K Buy
6,611
+470
+8% +$19.5K ﹤0.01% 863
2013
Q4 		$256K Hold
6,141
– – ﹤0.01% 753
2013
Q3 		$239K Sell
6,141
-23
-0.4% -$874 ﹤0.01% 693
2013
Q2 		$213K Buy
+6,164
New +$215K 0.01% 665

Other funds holding SON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Creative Planning's SON Position: Q1 2026 in Review

Creative Planning increased its Sonoco (SON) stake by 50% in Q1 2026, buying an estimated $1.54M and bringing the position to 89,891 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Creative Planning first reported a position in SON in Q2 2013 and has held it in 51 quarters since. 495 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • Creative Planning held 89,891 shares of Sonoco worth $4.86M as of Q1 2026.
  • Creative Planning bought 29,982 Sonoco shares in Q1 2026, an estimated $1.54M.
  • Sonoco made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1221 holding.
  • Creative Planning first reported a position in Sonoco in Q2 2013 and has held it in 51 quarters since.
  • 495 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.