NCM
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Novare Capital Management’s Sonoco SON Stock Holding History

Novare 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
Q2 		– Sell
-3,706
Closed -$200K – 215
2026
Q1 		$200K Buy
+3,706
New +$191K 0.02% 191
2024
Q4 		– Sell
-3,901
Closed -$213K – 198
2024
Q3 		$213K Buy
+3,901
New +$204K 0.02% 184
2019
Q1 		– Sell
-14,025
Closed -$745K – 140
2018
Q4 		$745K Sell
14,025
-21,140
-60% -$1.16M 0.14% 107
2018
Q3 		$1.85M Buy
35,165
+231
+0.7% +$12.9K 0.29% 87
2018
Q2 		$1.83M Hold
34,934
– – 0.31% 86
2018
Q1 		$1.69M Buy
34,934
+3,345
+11% +$170K 0.3% 89
2017
Q4 		$1.68M Buy
31,589
+1,215
+4% +$63.6K 0.29% 97
2017
Q3 		$1.53M Buy
+30,374
New +$1.5M 0.27% 100

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Novare Capital Management's SON Position: Q2 2026 in Review

Novare Capital Management sold out of Sonoco (SON) in Q2 2026, closing a stake of 3,706 shares — an estimated $200K sold.

Novare Capital Management first reported a position in SON in Q3 2017 and held it in 8 quarters. The position peaked at $1.85M in Q3 2018. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Novare Capital Management reported no remaining Sonoco position as of Q2 2026 after selling out during the quarter.
  • Novare Capital Management sold 3,706 Sonoco shares in Q2 2026, an estimated $200K.
  • Novare Capital Management first reported a position in Sonoco in Q3 2017 and held it in 8 quarters.
  • Novare Capital Management's Sonoco position peaked at $1.85M in Q3 2018.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.