My Legacy Advisors’s Sonoco SON Stock Holding History

My Legacy Advisors’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	$337K	Buy	7,174 +536	+8%	+$24K	0.12%	164
2025 Q1	$314K	Buy	6,638 +133	+2%	+$6.29K	0.12%	164
2024 Q4	$307K	Sell	6,505 -545	-8%	-$28.1K	0.12%	169
2024 Q3	$385K	Sell	7,050 -1,875	-21%	-$98.1K	0.15%	156
2024 Q2	$453K	Sell	8,925 -4,032	-31%	-$233K	0.14%	155
2024 Q1	$749K	Buy	12,957 +5	+0%	+$285	0.25%	112
2023 Q4	$745K	Hold	12,952	–	–	0.27%	110
2023 Q3	$676K	Buy	12,952 +560	+5%	+$31.7K	0.27%	113
2023 Q2	$718K	Buy	12,392 +111	+0.9%	+$6.68K	0.28%	117
2023 Q1	$735K	Buy	12,281 +526	+4%	+$31.2K	0.32%	113
2022 Q4	$728K	Buy	11,755 +839	+8%	+$50.4K	0.31%	121
2022 Q3	$657K	Buy	10,916 +488	+5%	+$30K	0.33%	110
2022 Q2	$603K	Buy	10,428 +532	+5%	+$31.6K	0.3%	128
2022 Q1	$619K	Buy	+9,896	New	+$573K	0.29%	119

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 $3.37T AUM 44.26% 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

My Legacy Advisors's SON Position: Q2 2025 in Review

My Legacy Advisors increased its Sonoco (SON) stake by 8.1% in Q2 2025, buying an estimated $24K and bringing the position to 7,174 shares worth $337K. The position accounts for 0.12% of the portfolio, ranked #164.

My Legacy Advisors first reported a position in SON in Q1 2022 and has held it in 14 quarters since. The position peaked at $749K in Q1 2024. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

My Legacy Advisors held 7,174 shares of Sonoco worth $337K as of Q2 2025.
My Legacy Advisors bought 536 Sonoco shares in Q2 2025, an estimated $24K.
Sonoco made up 0.12% of My Legacy Advisors's portfolio in Q2 2025, its #164 holding.
My Legacy Advisors first reported a position in Sonoco in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's Sonoco position peaked at $749K in Q1 2024.
452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.