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Essential Partners’s Sonoco SON Stock Holding History

Essential Partners’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 		$147K Sell
2,601
-156
-6% -$8K 0.07% 319
2026
Q1 		$149K Sell
2,757
-169
-6% -$8.71K 0.05% 330
2025
Q4 		$128K Sell
2,926
-838
-22% -$34.7K 0.04% 389
2025
Q3 		$162K Buy
3,764
+3,403
+943% +$157K 0.05% 356
2025
Q2 		$15.7K Buy
+361
New +$16.1K 0.01% 740

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

Essential Partners's SON Position: Q2 2026 in Review

Essential Partners reduced its Sonoco (SON) stake by 5.7% in Q2 2026, selling an estimated $8K and leaving 2,601 shares worth $147K. The position accounts for 0.07% of the portfolio, ranked #319.

Essential Partners first reported a position in SON in Q2 2025 and has held it in 5 quarters since. The position peaked at $162K in Q3 2025. 506 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Essential Partners held 2,601 shares of Sonoco worth $147K as of Q2 2026.
  • Essential Partners sold 156 Sonoco shares in Q2 2026, an estimated $8K.
  • Sonoco made up 0.07% of Essential Partners's portfolio in Q2 2026, its #319 holding.
  • Essential Partners first reported a position in Sonoco in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Sonoco position peaked at $162K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.