KIM
PDCO

Kestra Investment Management’s Patterson Companies, Inc. PDCO Stock Holding History

Kestra Investment Management’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
-6,536
Closed -$204K – 994
2025
Q1 		$204K Sell
6,536
-507
-7% -$15.7K 0.01% 373
2024
Q4 		$217K Buy
+7,043
New +$164K 0.01% 344

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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

Kestra Investment Management's PDCO Position: Q2 2025 in Review

Kestra Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 6,536 shares — an estimated $204K sold.

Kestra Investment Management first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 6 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Kestra Investment Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Kestra Investment Management sold 6,536 Patterson Companies, Inc. shares in Q2 2025, an estimated $204K.
  • Kestra Investment Management first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
  • Kestra Investment Management's Patterson Companies, Inc. position peaked at $217K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Kestra Investment Management's 13F filing for Q2 2025, filed 15 Aug 2025.