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GoalVest Advisory’s Sonoco SON Stock Holding History

GoalVest Advisory’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 		– Sell
-291
Closed -$12.7K – 537
2025
Q4 		$12.7K Sell
291
-30,703
-99% -$1.27M ﹤0.01% 400
2025
Q3 		$1.34M Buy
30,994
+4,603
+17% +$213K 0.28% 66
2025
Q2 		$1.15M Buy
26,391
+805
+3% +$36K 0.28% 69
2025
Q1 		$1.21M Buy
25,586
+7,672
+43% +$363K 0.33% 61
2024
Q4 		$875K Sell
17,914
-2,971
-14% -$153K 0.24% 70
2024
Q3 		$1.14M Buy
20,885
+1,624
+8% +$85K 0.33% 58
2024
Q2 		$977K Sell
19,261
-640
-3% -$37K 0.31% 60
2024
Q1 		$1.15M Buy
19,901
+1,336
+7% +$76.2K 0.38% 51
2023
Q4 		$1.04M Buy
18,565
+2,545
+16% +$138K 0.46% 37
2023
Q3 		$871K Buy
16,020
+948
+6% +$53.7K 0.44% 43
2023
Q2 		$890K Sell
15,072
-6,644
-31% -$400K 0.46% 42
2023
Q1 		$1.32M Buy
21,716
+2,092
+11% +$124K 0.78% 24
2022
Q4 		$1.19M Buy
19,624
+1,920
+11% +$115K 0.77% 30
2022
Q3 		$1M Buy
17,704
+3,257
+23% +$200K 0.7% 36
2022
Q2 		$830K Buy
14,447
+14,267
+7,926% +$848K 0.53% 59
2022
Q1 		$11K Buy
+180
New +$10.4K 0.01% 235

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

GoalVest Advisory's SON Position: Q1 2026 in Review

GoalVest Advisory sold out of Sonoco (SON) in Q1 2026, closing a stake of 291 shares — an estimated $12.7K sold.

GoalVest Advisory first reported a position in SON in Q1 2022 and held it in 16 quarters. The position peaked at $1.34M in Q3 2025. 498 funds tracked by Wall St. Rank hold SON as of Q1 2026.

  • GoalVest Advisory reported no remaining Sonoco position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 291 Sonoco shares in Q1 2026, an estimated $12.7K.
  • GoalVest Advisory first reported a position in Sonoco in Q1 2022 and held it in 16 quarters.
  • GoalVest Advisory's Sonoco position peaked at $1.34M in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.