Wedmont Private Capital’s Sonoco SON Stock Holding History

Wedmont Private Capital’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	$321K	Sell	5,740 -69	-1%	-$3.54K	0.01%	711
2026 Q1	$324K	Buy	5,809 +101	+2%	+$5.2K	0.01%	642
2025 Q4	$261K	Sell	5,708 -241	-4%	-$9.98K	0.01%	683
2025 Q3	$253K	Buy	5,949 +10	+0.2%	+$462	0.01%	669
2025 Q2	$278K	Buy	5,939 +43	+0.7%	+$1.92K	0.01%	600
2025 Q1	$256K	Sell	5,896 -756	-11%	-$35.7K	0.01%	563
2024 Q4	$306K	Buy	6,652 +247	+4%	+$12.8K	0.02%	532
2024 Q3	$341K	Sell	6,405 -9	-0.1%	-$471	0.02%	476
2024 Q2	$326K	Sell	6,414 -127	-2%	-$7.34K	0.02%	471
2024 Q1	$382K	Buy	6,541 +178	+3%	+$10.2K	0.03%	385
2023 Q4	$369K	Buy	6,363 +81	+1%	+$4.39K	0.03%	375
2023 Q3	$340K	Sell	6,282 -10	-0.2%	-$566	0.03%	341
2023 Q2	$364K	Buy	6,292 +13	+0.2%	+$783	0.04%	332
2023 Q1	$376K	Buy	6,279 +77	+1%	+$4.57K	0.05%	276
2022 Q4	$373K	Buy	6,202 +13	+0.2%	+$781	0.06%	282
2022 Q3	$351K	Buy	6,189 +11	+0.2%	+$676	0.07%	220
2022 Q2	$352K	Buy	+6,178	New	+$367K	0.08%	201

Other funds holding SON

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

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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return