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Montag & Associates’s Sonoco SON Stock Holding History

Montag & Associates’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
-26
Closed -$1.12K – 1145
2025
Q3 		$1.12K Buy
+26
New +$1.2K ﹤0.01% 998
2021
Q2 		– Sell
-283
Closed -$18K – 888
2021
Q1 		$18K Hold
283
– – ﹤0.01% 673
2020
Q4 		$17K Buy
+283
New +$15.9K ﹤0.01% 657

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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's SON Position: Q4 2025 in Review

Montag & Associates sold out of Sonoco (SON) in Q4 2025, closing a stake of 26 shares — an estimated $1.12K sold.

Montag & Associates first reported a position in SON in Q4 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

  • Montag & Associates reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 26 Sonoco shares in Q4 2025, an estimated $1.12K.
  • Montag & Associates first reported a position in Sonoco in Q4 2020 and held it in 3 quarters.
  • Montag & Associates's Sonoco position peaked at $18K in Q1 2021.
  • 463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.