Position in SON
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$324,540
+$32,807 QoQ
Shares Held
6,000
-10.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 80.91666666666667.ToString("F0")%
Shared 0.ToString("F0")%
None 19.083333333333332.ToString("F0")%
Common Shares in SON Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026EP Wealth Advisors, LLC holds $2,841,883 across 6 Packaging & Containers names. SON ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVY |
Avery Dennison Corp
|
4,483 | $774,124 | |
| 2 | CCK |
Crown Holdings, Inc.
|
6,803 | $682,000 | |
| 3 | BALL |
BALL Corp
|
8,498 | $502,316 | |
| 4 | SON |
Sonoco Products Co
This page
|
6,000 | $324,540 | |
| 5 | IP |
International Paper Co /New/
|
8,705 | $310,768 | |
| 6 | AMBP |
Ardagh Metal Packaging S.A.
|
61,268 | $248,135 |
All Filings in SON
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,540 | 6,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $291,733 | 6,685 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $207,710 | 4,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $374,816 | 6,861 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $222,153 | 4,380 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $264,444 | 4,572 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||