Position in SON
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,862,204
+$2,247,776 QoQ
Shares Held
89,891
+50.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.7420097673849441.ToString("F0")%
Shared 0.ToString("F0")%
None 99.25799023261506.ToString("F0")%
Common Shares in SON Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $60,409,425 across 20 Packaging & Containers names. SON ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
188,013 | $7,473,516 | |
| 2 | GEF |
Greif, Inc
|
104,073 | $6,980,176 | |
| 3 | CCK |
Crown Holdings, Inc.
|
68,107 | $6,827,726 | |
| 4 | PKG |
Packaging Corp Of America
|
31,442 | $6,672,621 | |
| 5 | AVY |
Avery Dennison Corp
|
28,337 | $4,893,233 | |
| 6 | SON |
Sonoco Products Co
This page
|
89,891 | $4,862,204 | |
| 7 | IP |
International Paper Co /New/
|
129,431 | $4,620,686 | |
| 8 | BALL |
BALL Corp
|
74,797 | $4,421,250 |
All Filings in SON
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,862,204 | 89,891 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,614,428 | 59,909 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,310,614 | 53,623 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,073,143 | 24,636 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $676,665 | 14,324 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $826,248 | 16,914 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $624,693 | 11,435 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $555,990 | 10,962 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $625,308 | 10,811 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $529,591 | 9,479 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $493,497 | 9,080 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $524,096 | 8,880 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $540,338 | 8,858 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $512,513 | 8,442 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $593,339 | 10,459 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $309,499 | 5,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $326,062 | 5,212 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $300,391 | 5,189 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $307,790 | 5,166 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $341,591 | 5,106 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $327,894 | 5,180 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $252,345 | 4,259 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $215,208 | 4,214 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $237,710 | 4,546 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $221,413 | 4,777 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||