Sound Income Strategies’s Sonoco SON Stock Holding History

Sound Income Strategies’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	$17.4M	Sell	309,542 -2,235	-0.7%	-$115K	0.78%	42
2026 Q1	$17.2M	Sell	311,777 -18,472	-6%	-$952K	0.83%	41
2025 Q4	$16.1M	Sell	330,249 -14,043	-4%	-$581K	0.76%	43
2025 Q3	$13.9M	Sell	344,292 -10,896	-3%	-$503K	0.76%	48
2025 Q2	$15.5M	Buy	355,188 +21,622	+6%	+$967K	0.89%	40
2025 Q1	$15.8M	Buy	333,566 +54,837	+20%	+$2.59M	0.93%	36
2024 Q4	$13.6M	Buy	278,729 +96,873	+53%	+$5M	0.84%	37
2024 Q3	$9.93M	Buy	+181,856	New	+$9.51M	0.64%	56
2024 Q2	–	Sell	-26	Closed	-$1.5K	–	1480
2024 Q1	$1.5K	Hold	26	–	–	﹤0.01%	1112
2023 Q4	$1.45K	Buy	+26	New	+$1.41K	﹤0.01%	1120
2023 Q2	–	Hold	0	–	–	–	1111
2018 Q2	–	Sell	-22	Closed	-$1K	–	765
2018 Q1	$1K	Hold	22	–	–	﹤0.01%	548
2017 Q4	$1K	Buy	+22	New	+$1.15K	﹤0.01%	477

Other funds holding SON

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

EDMP Inc Lutz, Florida $124M AUM 19.84% 1-Year Est. Return

Sound Income Strategies's SON Position: Q2 2026 in Review

Sound Income Strategies reduced its Sonoco (SON) stake by 0.72% in Q2 2026, selling an estimated $115K and leaving 309,542 shares worth $17.4M. The position accounts for 0.78% of the portfolio, ranked #42.

Sound Income Strategies first reported a position in SON in Q4 2017 and has held it in 12 quarters since. 144 funds tracked by Wall St. Rank hold SON as of Q2 2026.

Sound Income Strategies held 309,542 shares of Sonoco worth $17.4M as of Q2 2026.
Sound Income Strategies sold 2,235 Sonoco shares in Q2 2026, an estimated $115K.
Sonoco made up 0.78% of Sound Income Strategies's portfolio in Q2 2026, its #42 holding.
Sound Income Strategies first reported a position in Sonoco in Q4 2017 and has held it in 12 quarters since.
144 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.