SON β€” SONOCO PRODS CO COM

Ownership history in SOA Wealth Advisors, LLC.  Β·  20 quarters on record

This page tracks every 13F SEC filing in which SOA Wealth Advisors, LLC. reported a position in SONOCO PRODS CO COM (SON). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2021 Q1)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
20

Position Intelligence

SOA Wealth Advisors, LLC. Γ— SON AI Analytics

πŸ“‰ SOA Wealth Advisors, LLC. underperformed the S&P 500 by –30.9% annually on this SON position. Timing score: 63% (12/19 decisions correct). Average cost basis: $49.05. Maximum drawdown during holding period: –24.8%.

πŸ“ˆ Position Alpha vs SPY
-30.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 30.9% ann.
10 quarters analyzed

⏱️ Timing Score
63%

βœ… Decent timing β€” more right than wrong on entries and exits.
12 of 19 add/trim decisions correct

πŸ’° Entry Quality
$49.05
-14.1% vs current ($42.13)

Best entry: $42.10 (2025 Q2)  Β·  Worst: $53.96 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–24.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
85%
buy-side decisions

17 adds Β· 3 trims. Bought during 8 of 9 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SON price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 244 -197 -44.7% 0.00% $11K $42.13
2025 Q2 ADDED 441 +5 +1.1% 0.00% $19K $42.10
2025 Q1 ADDED 436 +5 +1.2% 0.00% $21K $45.12
2024 Q4 REDUCED 431 -265 -38.1% 0.00% $21K $46.14
2024 Q3 ADDED 696 +7 +1.0% 0.01% $38K $51.08
2024 Q2 ADDED 689 +6 +0.9% 0.01% $35K $46.92
2024 Q1 ADDED 683 +6 +0.9% 0.01% $40K $53.04
2023 Q4 ADDED 677 +6 +0.9% 0.01% $38K $50.77
2023 Q3 ADDED 671 +6 +0.9% 0.01% $36K $48.93
2023 Q2 ADDED 665 +6 +0.9% 0.01% $39K $52.66
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SON

As of 2025 Q4 β€” sorted by position size

Meadow Creek Wealth Advisors LLC 3Y 6.67% EVR Research LP 3Y 5.18% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.13% Access Investment Management LLC 3.01% COOPER CREEK PARTNERS MANAGEMENT LLC 3Y 7Y 2.25% KEMPNER CAPITAL MANAGEMENT INC. 3Y 7Y 2.15% Invenomic Capital Management LP 3Y 1.77% KETTLE HILL CAPITAL MANAGEMENT, LLC 3Y 7Y 1.34% Mork Capital Management, LLC 3Y 7Y 1.2% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 1.1%
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