Caldwell Trust Co

Bank

Position in SON — Sonoco Products Co

CIK 2080218 Venice, FL

Position in SON

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$98,499

-$21,039 QoQ

Shares Held

1,748

-20.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#391

of 503 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Caldwell Trust Co holds $1,389,092 across 6 Packaging & Containers names. SON ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PKG	Packaging Corp Of America	3,219	$767,023
2	AVY	Avery Dennison Corp	1,263	$205,048
3	BALL	BALL Corp	2,206	$137,654
4	IP	International Paper Co /New/	3,416	$130,149
5	SON	Sonoco Products Co This page	1,748	$98,499
6	AMCR	Amcor plc	1,170	$50,719

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,499	1,748	-20.9%	Shares	Sole	2026-08-03
2026-03-31	$119,538	2,210	0.0%	Shares	Sole	2026-04-22
2025-12-31	$96,444	2,210	0.0%	Shares	Sole	2026-01-30
2025-09-30	$95,228	2,210	-5.9%	Shares	Sole	2025-10-23
2025-06-30	$102,322	2,349	-7.3%	Shares	Sole	2025-09-22
2025-03-31	$119,706	2,534	-6.4%	Shares	Sole	2025-09-23
2024-12-31	$132,285	2,708	0.0%	Shares	Sole	2025-09-24
2024-09-30	$147,938	2,708	-10.6%	Shares	Sole	2025-09-24
2024-06-30	$153,630	3,029	0.0%	Shares	Sole	2025-09-24
2024-03-31	$175,197	3,029	0.0%	Shares	Sole	2025-09-24
2023-12-31	$169,230	3,029	-7.8%	Shares	Sole	2025-10-01
2023-09-30	$178,648	3,287	-6.8%	Shares	Sole	2025-10-01
2023-06-30	$208,104	3,526	-3.2%	Shares	Sole	2025-10-01
2023-03-31	$222,284	3,644	0.0%	Shares	Sole	2025-10-01
2022-12-31	$221,227	3,644	0.0%	Shares	Sole	2025-10-01
2022-09-30	$206,724	3,644	0.0%	Shares	Sole	2025-10-01
2022-06-30	$207,853	3,644	-0.1%	Shares	Sole	2025-10-02
2022-03-31	$228,281	3,649	-0.3%	Shares	Sole	2025-10-02
2021-12-31	$211,935	3,661	-2.9%	Shares	Sole	2025-10-02
2021-09-30	$224,557	3,769	-6.7%	Shares	Sole	2025-10-02
2021-06-30	$270,276	4,040	-0.3%	Shares	Sole	2025-10-02
2021-03-31	$256,491	4,052	-15.5%	Shares	Sole	2025-10-02
2020-12-31	$284,222	4,797	0.0%	Shares	Sole	2025-10-02
2020-09-30	$244,982	4,797	-16.5%	Shares	Sole	2025-10-02
2020-06-30	$300,562	5,748	-8.6%	Shares	Sole	2025-10-02
2020-03-31	$291,495	6,289	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.