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Rothschild Investment LLC’s Sonoco SON Stock Holding History

Rothschild Investment LLC’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 		$214K Sell
3,792
-296
-7% -$15.2K 0.01% 843
2026
Q1 		$221K Sell
4,088
-589
-13% -$30.3K 0.01% 636
2025
Q4 		$204K Buy
4,677
+2,088
+81% +$86.4K 0.01% 617
2025
Q3 		$112K Buy
2,589
+2,583
+43,050% +$119K 0.01% 770
2025
Q2 		$261 Buy
+6
New +$268 ﹤0.01% 2883
2025
Q1 		– Sell
-10
Closed -$489 – 3086
2024
Q4 		$489 Buy
+10
New +$516 ﹤0.01% 2539

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's SON Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Sonoco (SON) stake by 7.2% in Q2 2026, selling an estimated $15.2K and leaving 3,792 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #843.

Rothschild Investment LLC first reported a position in SON in Q4 2024 and has held it in 6 quarters since. The position peaked at $221K in Q1 2026. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Rothschild Investment LLC held 3,792 shares of Sonoco worth $214K as of Q2 2026.
  • Rothschild Investment LLC sold 296 Sonoco shares in Q2 2026, an estimated $15.2K.
  • Sonoco made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #843 holding.
  • Rothschild Investment LLC first reported a position in Sonoco in Q4 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Sonoco position peaked at $221K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.