WCMNY
PDCO

Westchester Capital Management (New York)’s Patterson Companies, Inc. PDCO Stock Holding History

Westchester Capital Management (New York)’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
-12,600
Closed -$394K – 251
2025
Q1 		$394K Hold
12,600
– – 0.02% 129
2024
Q4 		$389K Buy
+12,600
New +$293K 0.02% 117

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 $5.16B AUM 18.64% 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

Westchester Capital Management (New York)'s PDCO Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 12,600 shares — an estimated $394K sold.

Westchester Capital Management (New York) first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $394K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Westchester Capital Management (New York) reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 12,600 Patterson Companies, Inc. shares in Q2 2025, an estimated $394K.
  • Westchester Capital Management (New York) first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s Patterson Companies, Inc. position peaked at $394K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.