CWM
PDCO

CIBC World Markets’s Patterson Companies, Inc. PDCO Stock Holding History

CIBC World Markets’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
-17,481
Closed -$546K – 1984
2025
Q1 		$546K Buy
17,481
+10,109
+137% +$314K ﹤0.01% 966
2024
Q4 		$228K Buy
+7,372
New +$171K ﹤0.01% 1062
2021
Q2 		– Sell
-9,339
Closed -$298K – 993
2021
Q1 		$298K Buy
+9,339
New +$298K ﹤0.01% 949
2018
Q1 		– Sell
-18,317
Closed -$662K – 723
2017
Q4 		$662K Buy
18,317
+5,656
+45% +$206K ﹤0.01% 635
2017
Q3 		$489K Buy
12,661
+1,140
+10% +$45.5K ﹤0.01% 612
2017
Q2 		$541K Buy
11,521
+2,924
+34% +$132K 0.01% 628
2017
Q1 		$389K Buy
8,597
+2,908
+51% +$126K ﹤0.01% 605
2016
Q4 		$233K Buy
+5,689
New +$245K ﹤0.01% 586

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 $493M AUM 17.89% 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 $4.82B AUM 20.19% 1-Year Est. Return

CIBC World Markets's PDCO Position: Q2 2025 in Review

CIBC World Markets sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 17,481 shares — an estimated $546K sold.

CIBC World Markets first reported a position in PDCO in Q4 2016 and held it in 8 quarters. The position peaked at $662K in Q4 2017. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • CIBC World Markets reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • CIBC World Markets sold 17,481 Patterson Companies, Inc. shares in Q2 2025, an estimated $546K.
  • CIBC World Markets first reported a position in Patterson Companies, Inc. in Q4 2016 and held it in 8 quarters.
  • CIBC World Markets's Patterson Companies, Inc. position peaked at $662K in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.