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Waverly Advisors’s Sonoco SON Stock Holding History

Waverly Advisors’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 		$301K Buy
+5,347
New +$274K ﹤0.01% 1414
2024
Q3 		– Sell
-5,614
Closed -$285K – 831
2024
Q2 		$285K Sell
5,614
-3,004
-35% -$174K 0.01% 679
2024
Q1 		$498K Sell
8,618
-1
-0% -$57 0.01% 477
2023
Q4 		$482K Sell
8,619
-881
-9% -$47.8K 0.02% 304
2023
Q3 		$516K Sell
9,500
-33
-0.3% -$1.87K 0.02% 258
2023
Q2 		$563K Buy
9,533
+33
+0.3% +$1.99K 0.02% 233
2023
Q1 		$580K Sell
9,500
-82
-0.9% -$4.86K 0.03% 177
2022
Q4 		$582K Buy
9,582
+82
+0.9% +$4.93K 0.03% 155
2022
Q3 		$539K Buy
+9,500
New +$584K 0.04% 151
2014
Q4 		– Sell
-100
Closed -$4K – 636
2014
Q3 		$4K Hold
100
– – ﹤0.01% 672
2014
Q2 		$4K Hold
100
– – ﹤0.01% 641
2014
Q1 		$4K Hold
100
– – ﹤0.01% 601
2013
Q4 		$4K Buy
+100
New +$4.03K ﹤0.01% 715

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

Waverly Advisors's SON Position: Q2 2026 in Review

Waverly Advisors opened a new position in Sonoco (SON) in Q2 2026: 5,347 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in SON as recently as Q2 2024.

Waverly Advisors first reported a position in SON in Q4 2013 and has held it in 13 quarters since. The position peaked at $582K in Q4 2022. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • Waverly Advisors held 5,347 shares of Sonoco worth $301K as of Q2 2026.
  • Sonoco was a new Waverly Advisors position in Q2 2026.
  • Sonoco made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1414 holding.
  • Waverly Advisors first reported a position in Sonoco in Q4 2013 and has held it in 13 quarters since.
  • Waverly Advisors's Sonoco position peaked at $582K in Q4 2022.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.