MCM
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MAI Capital Management’s Sonoco SON Stock Holding History

MAI Capital Management’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 		$355K Buy
6,560
+67
+1% +$3.45K ﹤0.01% 1182
2025
Q4 		$283K Sell
6,493
-250
-4% -$10.3K ﹤0.01% 1173
2025
Q3 		$291K Buy
6,743
+1,719
+34% +$79.4K ﹤0.01% 1114
2025
Q2 		$219K Buy
5,024
+85
+2% +$3.8K ﹤0.01% 1139
2025
Q1 		$233K Sell
4,939
-402
-8% -$19K ﹤0.01% 1064
2024
Q4 		$261K Buy
+5,341
New +$276K ﹤0.01% 1045
2018
Q4 		– Sell
-4,034
Closed -$224K – 490
2018
Q3 		$224K Sell
4,034
-44
-1% -$2.45K 0.01% 427
2018
Q2 		$214K Buy
+4,078
New +$210K 0.01% 437
2018
Q1 		– Sell
-4,037
Closed -$215K – 491
2017
Q4 		$215K Buy
+4,037
New +$211K 0.01% 430

Other funds holding SON

BlackRock
BlackRock New York $5.7T 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