Position in SON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$39,052,071
+$39,050,827 QoQ
Shares Held
693,027
+3013060.9% QoQ
Ownership
0.701%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#29
of 503 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SON Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $40,519,873 across 18 Packaging & Containers names. SON ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SON |
Sonoco Products Co
This page
|
693,027 | $39,052,071 | |
| 2 | BALL |
BALL Corp
|
8,001 | $499,262 | |
| 3 | PKG |
Packaging Corp Of America
|
1,791 | $426,759 | |
| 4 | REYN |
Reynolds Consumer Products Inc.
|
5,361 | $143,942 | |
| 5 | AVY |
Avery Dennison Corp
|
562 | $91,240 | |
| 6 | CCK |
Crown Holdings, Inc.
|
687 | $76,820 | |
| 7 | AMCR |
Amcor plc
|
1,485 | $64,374 | |
| 8 | MYE |
Myers Industries Inc
|
1,540 | $54,377 |
All Filings in SON
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,052,071 | 693,027 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,244 | 23 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,881 | 341 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $57,654 | 1,338 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,247 | 373 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $14,502 | 307 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $234,089 | 4,792 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $298,279 | 5,460 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $298,740 | 5,890 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,452 | 198 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,062 | 198 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,761 | 198 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $22,899 | 388 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $23,668 | 388 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $23,555 | 388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,011 | 388 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,131 | 388 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,273 | 388 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,461 | 388 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,117 | 388 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,957 | 388 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $24,560 | 388 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,989 | 388 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $19,815 | 388 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $20,288 | 388 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $17,983 | 388 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||