CAL
PDCO

Capital Advisors Ltd’s Patterson Companies, Inc. PDCO Stock Holding History

Capital Advisors Ltd’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-75
Closed -$2K – 1682
2025
Q1 		$2K Sell
75
-21
-22% -$652 ﹤0.01% 1109
2024
Q4 		$3K Buy
+96
New +$2.23K ﹤0.01% 1040
2024
Q2 		– Sell
-44
Closed -$1K – 1686
2024
Q1 		$1K Sell
44
-1
-2% -$28 ﹤0.01% 1307
2023
Q4 		$1K Sell
45
-36
-44% -$1.06K ﹤0.01% 1252
2023
Q3 		$2K Buy
81
+28
+53% +$888 ﹤0.01% 1061
2023
Q2 		$2K Buy
53
+37
+231% +$1.02K ﹤0.01% 1064
2023
Q1 		$0 Buy
+16
New +$450 ﹤0.01% 1606

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Advisors Ltd's PDCO Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 75 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in PDCO in Q1 2023 and held it in 7 quarters. The position peaked at $3K in Q4 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Capital Advisors Ltd reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 75 Patterson Companies, Inc. shares in Q2 2025, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Patterson Companies, Inc. in Q1 2023 and held it in 7 quarters.
  • Capital Advisors Ltd's Patterson Companies, Inc. position peaked at $3K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.