Powell Investment Advisors, LLC SON — SONOCO PRODS CO

Ownership history in Powell Investment Advisors, LLC  ·  26 quarters on record

AI Ownership Summary

Powell Investment Advisors, LLC reported SONOCO PRODS CO (SON) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2023 Q4. The latest visible filing shows SON at 0.39% 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 Powell Investment Advisors, LLC's position in SONOCO PRODS CO, 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 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Powell Investment Advisors, LLC fund profile Powell Investment Advisors, LLC full holdings
How Powell Investment Advisors, 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,876 +158 +0.8% 0.39% $1.1M 2026-04-23 $48.68
2025 Q4 ADDED — — — 20,718 +203 +1.0% 0.31% $904K 2026-02-09 $49.77
2025 Q3 ADDED — — — 20,515 +181 +0.9% 0.31% $884K 2025-11-13 $40.75
2025 Q2 ADDED — — — 20,334 +178 +0.9% 0.33% $886K 2025-07-22 $45.57
2025 Q1 ADDED — — — 20,156 +165 +0.8% 0.47% $952K 2025-05-09 $42.40
2024 Q4 ADDED — — — 19,991 +153 +0.8% 0.45% $977K 2025-01-29 $45.04
2024 Q3 ADDED — — — 19,838 +142 +0.7% 0.51% $1.1M 2024-11-01 $47.32
2024 Q2 ADDED — — — 19,696 +131 +0.7% 0.52% $999K 2024-07-31 $49.36
2024 Q1 ADDED — — — 19,565 +129 +0.7% 0.60% $1.1M 2024-04-16 $50.96
2023 Q4 ADDED — — — 19,436 +136 +0.7% 0.60% $1.1M 2024-02-01 $51.62
16 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 Powell Investment Advisors, 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 Powell Investment Advisors, LLC reported owning SON?

Powell Investment Advisors, LLC reported SON across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SON position in Powell Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for SON was 0.60% in 2023 Q4.

What is the latest reported SON position on this page?

The most recent filing on this page is 2026 Q1, when Powell Investment Advisors, LLC reported 20,876 shares, equal to 0.39% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SON ownership page compare?

The chart compares Powell Investment Advisors, 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 Powell Investment Advisors, LLC time their SON position?

Based on 13F filing dates vs. subsequent SON price moves, Powell Investment Advisors, LLC correctly timed 11 out of 25 reported position changes (44%). The annualised alpha on SON relative to SPY over the holding period was -11.6%.

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