Creative Planning’s Patterson Companies, Inc. PDCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-46,656
| Closed | -$1.46M | – | 3818 |
|
|
2025
Q1 | $1.46M | Sell |
46,656
-12,789
| -22% | -$397K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $1.83M | Buy |
+59,445
| New | +$1.38M | ﹤0.01% | 1185 |
|
|
2024
Q3 | – | Sell |
-9,452
| Closed | -$228K | – | 3339 |
|
|
2024
Q2 | $228K | Buy |
+9,452
| New | +$237K | ﹤0.01% | 2584 |
|
|
2023
Q4 | – | Sell |
-8,654
| Closed | -$257K | – | 3120 |
|
|
2023
Q3 | $257K | Buy |
+8,654
| New | +$275K | ﹤0.01% | 2057 |
|
|
2019
Q3 | – | Sell |
-10,781
| Closed | -$247K | – | 2128 |
|
|
2019
Q2 | $247K | Sell |
10,781
-2,985
| -22% | -$66.3K | ﹤0.01% | 1491 |
|
|
2019
Q1 | $301K | Sell |
13,766
-2,234
| -14% | -$49.5K | ﹤0.01% | 1325 |
|
|
2018
Q4 | $315K | Buy |
16,000
+386
| +2% | +$9.01K | ﹤0.01% | 1206 |
|
|
2018
Q3 | $382K | Buy |
15,614
+303
| +2% | +$7.18K | ﹤0.01% | 1249 |
|
|
2018
Q2 | $347K | Buy |
15,311
+1,105
| +8% | +$24.9K | ﹤0.01% | 1277 |
|
|
2018
Q1 | $316K | Sell |
14,206
-1,656
| -10% | -$51.5K | ﹤0.01% | 1320 |
|
|
2017
Q4 | $573K | Buy |
15,862
+1,264
| +9% | +$46.1K | ﹤0.01% | 997 |
|
|
2017
Q3 | $564K | Sell |
14,598
-157
| -1% | -$6.27K | ﹤0.01% | 990 |
|
|
2017
Q2 | $693K | Sell |
14,755
-1,260
| -8% | -$56.8K | ﹤0.01% | 856 |
|
|
2017
Q1 | $724K | Buy |
16,015
+551
| +4% | +$23.9K | ﹤0.01% | 799 |
|
|
2016
Q4 | $634K | Sell |
15,464
-5,522
| -26% | -$238K | ﹤0.01% | 812 |
|
|
2016
Q3 | $964K | Sell |
20,986
-13,036
| -38% | -$617K | 0.01% | 608 |
|
|
2016
Q2 | $1.63M | Hold |
34,022
| – | – | 0.01% | 387 |
|
|
2016
Q1 | $1.58M | Sell |
34,022
-200
| -0.6% | -$8.66K | 0.01% | 371 |
|
|
2015
Q4 | $1.55M | Hold |
34,222
| – | – | 0.01% | 375 |
|
|
2015
Q3 | $1.48M | Sell |
34,222
-12
| -0% | -$573 | 0.01% | 366 |
|
|
2015
Q2 | $1.67M | Buy |
34,234
+55
| +0.2% | +$2.62K | 0.02% | 333 |
|
|
2015
Q1 | $1.67M | Sell |
34,179
-6,535
| -16% | -$326K | 0.02% | 322 |
|
|
2014
Q4 | $1.96M | Buy |
40,714
+265
| +0.7% | +$11.9K | 0.02% | 278 |
|
|
2014
Q3 | $1.68M | Sell |
40,449
-75
| -0.2% | -$3K | 0.02% | 278 |
|
|
2014
Q2 | $1.6M | Buy |
40,524
+99
| +0.2% | +$4K | 0.02% | 272 |
|
|
2014
Q1 | $1.69M | Hold |
40,425
| – | – | 0.03% | 233 |
|
|
2013
Q4 | $1.67M | Sell |
40,425
-260
| -0.6% | -$10.8K | 0.03% | 210 |
|
|
2013
Q3 | $1.64M | Sell |
40,685
-6,024
| -13% | -$244K | 0.03% | 178 |
|
|
2013
Q2 | $1.76M | Buy |
+46,709
| New | +$1.78M | 0.04% | 149 |
|
Other funds holding PDCO
SRC
KIM
RP
SS
IA
Creative Planning's PDCO Position: Q2 2025 in Review
Creative Planning sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 46,656 shares — an estimated $1.46M sold.
Creative Planning first reported a position in PDCO in Q2 2013 and held it in 29 quarters. The position peaked at $1.96M in Q4 2014. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.
- Creative Planning reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
- Creative Planning sold 46,656 Patterson Companies, Inc. shares in Q2 2025, an estimated $1.46M.
- Creative Planning first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 29 quarters.
- Creative Planning's Patterson Companies, Inc. position peaked at $1.96M in Q4 2014.
- 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.
Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.