DEAN INVESTMENT ASSOCIATES, LLC SON — Sonoco Products Co CS

Ownership history in DEAN INVESTMENT ASSOCIATES, LLC  ·  29 quarters on record

AI Ownership Summary

DEAN INVESTMENT ASSOCIATES, LLC reported Sonoco Products Co CS (SON) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.75% in 2026 Q1. The latest visible filing shows SON at 0.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEAN INVESTMENT ASSOCIATES, LLC's position in Sonoco Products Co CS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SON was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SON stock page DEAN INVESTMENT ASSOCIATES, LLC fund profile DEAN INVESTMENT ASSOCIATES, LLC full holdings
How DEAN INVESTMENT ASSOCIATES, LLC held SON — position size vs. price
% of Fund (quarterly)    SON price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 98,763 +59,430 +151.1% 0.75% $5.3M 2026-05-15 $46.69
2025 Q4 REDUCED 29.8% +25.1% ❌ 39,333 -16,674 -29.8% 0.25% $1.7M 2026-02-17 $55.61
2025 Q3 REDUCED — — — 56,007 -2,156 -3.7% 0.34% $2.4M 2025-11-14 $40.13
2025 Q2 ADDED — — — 58,163 +1,112 +1.9% 0.37% $2.5M 2025-08-12 $43.90
2025 Q1 ADDED — — — 57,051 +17,602 +44.6% 0.40% $2.7M 2025-05-13 $43.11
2024 Q4 REDUCED 15.6% -2.2% ✅ 39,449 -7,315 -15.6% 0.27% $1.9M 2025-02-13 $45.05
2024 Q3 REDUCED 6.0% -10.1% ✅ 46,764 -2,959 -6.0% 0.35% $2.6M 2024-11-15 $46.80
2024 Q2 REDUCED — — — 49,723 -1,024 -2.0% 0.36% $2.5M 2024-08-13 $45.66
2024 Q1 ADDED — — — 50,747 +36,524 +256.8% 0.40% $2.9M 2024-05-14 $55.48
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SON

As of 2026 Q1 — sorted by position size

Charter Oak Advisors LP 14.34% Meadow Creek Wealth Advisors LLC 3Y 8.36% Access Investment Management LLC 4.17% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.78% EDMP, INC. 3Y 7Y 2.35% McGowan Group Asset Management, Inc. 3Y 7Y 2.03% Mork Capital Management, LLC 3Y 7Y 1.73% EVR Research LP 3Y 1.73% Garton & Associates Financial Advisors LLC 1.49% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 1.33%

FAQ About DEAN INVESTMENT ASSOCIATES, LLC and SON

These are the practical questions this page is built to answer before you even open the full history table.

How long has DEAN INVESTMENT ASSOCIATES, LLC reported owning SON?

DEAN INVESTMENT ASSOCIATES, LLC reported SON across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SON position in DEAN INVESTMENT ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for SON was 0.75% in 2026 Q1.

What is the latest reported SON position on this page?

The most recent filing on this page is 2026 Q1, when DEAN INVESTMENT ASSOCIATES, LLC reported 98,763 shares, equal to 0.75% of portfolio, with an estimated market value of $5.3M.

What does the chart on this SON ownership page compare?

The chart compares DEAN INVESTMENT ASSOCIATES, LLC's quarterly SON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DEAN INVESTMENT ASSOCIATES, LLC time their SON position?

Based on 13F filing dates vs. subsequent SON price moves, DEAN INVESTMENT ASSOCIATES, LLC correctly timed 11 out of 28 reported position changes (39%). The annualised alpha on SON relative to SPY over the holding period was -9.1%.

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