Morris Financial Concepts’s Sonoco SON Stock Holding History

Morris Financial Concepts’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 Q2	–	Sell	-8,605	Closed	-$407K	–	200
2025 Q1	$407K	Sell	8,605 -32	-0.4%	-$1.51K	0.17%	79
2024 Q4	$422K	Hold	8,637	–	–	0.18%	74
2024 Q3	$472K	Hold	8,637	–	–	0.2%	68
2024 Q2	$438K	Hold	8,637	–	–	0.21%	64
2024 Q1	$500K	Hold	8,637	–	–	0.26%	58
2023 Q4	$483K	Hold	8,637	–	–	0.28%	50
2023 Q3	$469K	Hold	8,637	–	–	0.31%	44
2023 Q2	$510K	Hold	8,637	–	–	0.33%	45
2023 Q1	$527K	Hold	8,637	–	–	0.37%	43
2022 Q4	$524K	Hold	8,637	–	–	0.42%	43
2022 Q3	$490K	Hold	8,637	–	–	0.51%	31
2022 Q2	$493K	Hold	8,637	–	–	0.47%	35
2022 Q1	$540K	Hold	8,637	–	–	0.45%	35
2021 Q4	$500K	Buy	+8,637	New	+$516K	0.42%	37

Other funds holding SON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morris Financial Concepts's SON Position: Q2 2025 in Review

Morris Financial Concepts sold out of Sonoco (SON) in Q2 2025, closing a stake of 8,605 shares — an estimated $407K sold.

Morris Financial Concepts first reported a position in SON in Q4 2021 and held it in 14 quarters. The position peaked at $540K in Q1 2022. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

Morris Financial Concepts reported no remaining Sonoco position as of Q2 2025 after selling out during the quarter.
Morris Financial Concepts sold 8,605 Sonoco shares in Q2 2025, an estimated $407K.
Morris Financial Concepts first reported a position in Sonoco in Q4 2021 and held it in 14 quarters.
Morris Financial Concepts's Sonoco position peaked at $540K in Q1 2022.
452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on Morris Financial Concepts's 13F filing for Q2 2025, filed 28 Jul 2025.