Steph & Co’s Sonoco SON Stock Holding History

Steph & Co’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 Q3	$579K	Buy	11,854 +147	+1%	+$8.03K	0.15%	55
2026 Q2	$660K	Buy	11,707 +2,373	+25%	+$122K	0.17%	53
2026 Q1	$505K	Buy	9,334 +6,529	+233%	+$336K	0.14%	55
2025 Q4	$122K	Sell	2,805 -7,715	-73%	-$319K	0.04%	131
2025 Q3	$453K	Sell	10,520 -923	-8%	-$42.6K	0.14%	64
2025 Q2	$498K	Buy	11,443 +2,289	+25%	+$102K	0.16%	60
2025 Q1	$432K	Buy	9,154 +3,770	+70%	+$178K	0.16%	60
2024 Q4	$263K	Buy	+5,384	New	+$278K	0.09%	92

Other funds holding SON

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Steph & Co's SON Position: Q3 2026 in Review

Steph & Co increased its Sonoco (SON) stake by 1.3% in Q3 2026, buying an estimated $8.03K and bringing the position to 11,854 shares worth $579K. The position accounts for 0.15% of the portfolio, ranked #55.

Steph & Co first reported a position in SON in Q4 2024 and has held it in 8 quarters since. The position peaked at $660K in Q2 2026. 65 funds tracked by Wall St. Rank hold SON as of Q3 2026.

Steph & Co held 11,854 shares of Sonoco worth $579K as of Q3 2026.
Steph & Co bought 147 Sonoco shares in Q3 2026, an estimated $8.03K.
Sonoco made up 0.15% of Steph & Co's portfolio in Q3 2026, its #55 holding.
Steph & Co first reported a position in Sonoco in Q4 2024 and has held it in 8 quarters since.
Steph & Co's Sonoco position peaked at $660K in Q2 2026.
65 funds tracked by Wall St. Rank held Sonoco as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.