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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Novare Capital Management's SON Position: Q1 2026 in Review

Novare Capital Management opened a new position in Sonoco (SON) in Q1 2026: 3,706 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings. This is a return to the name: Novare Capital Management previously reported a position in SON as recently as Q3 2024.

Novare Capital Management first reported a position in SON in Q3 2017 and has held it in 8 quarters since. The position peaked at $1.85M in Q3 2018. 496 funds tracked by Wall St. Rank hold SON as of Q1 2026.

Novare Capital Management held 3,706 shares of Sonoco worth $200K as of Q1 2026.
Sonoco was a new Novare Capital Management position in Q1 2026.
Sonoco made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #191 holding.
Novare Capital Management first reported a position in Sonoco in Q3 2017 and has held it in 8 quarters since.
Novare Capital Management's Sonoco position peaked at $1.85M in Q3 2018.
496 funds tracked by Wall St. Rank held Sonoco as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.