Whittier Trust’s Patterson Companies, Inc. PDCO Stock Holding History

Whittier Trust’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	-25	Closed	-$780	–	1559
2025 Q1	$780	Hold	25	–	–	﹤0.01%	1447
2024 Q4	$771	Hold	25	–	–	﹤0.01%	1502
2024 Q3	$546	Hold	25	–	–	﹤0.01%	1515
2024 Q2	$602	Hold	25	–	–	﹤0.01%	1484
2024 Q1	$691	Sell	25 -25	-50%	-$712	﹤0.01%	1472
2023 Q4	$1.42K	Sell	50 -15,300	-100%	-$450K	﹤0.01%	1424
2023 Q3	$455K	Hold	15,350	–	–	0.01%	481
2023 Q2	$510K	Hold	15,350	–	–	0.01%	451
2023 Q1	$411K	Hold	15,350	–	–	0.01%	500
2022 Q4	$430K	Hold	15,350	–	–	0.01%	488
2022 Q3	$369K	Hold	15,350	–	–	0.01%	506
2022 Q2	$465K	Hold	15,350	–	–	0.01%	470
2022 Q1	$497K	Hold	15,350	–	–	0.01%	494
2021 Q4	$450K	Hold	15,350	–	–	0.01%	503
2021 Q3	$462K	Hold	15,350	–	–	0.01%	473
2021 Q2	$466K	Hold	15,350	–	–	0.01%	488
2021 Q1	$490K	Hold	15,350	–	–	0.01%	479
2020 Q4	$455K	Hold	15,350	–	–	0.01%	446
2020 Q3	$370K	Hold	15,350	–	–	0.01%	470
2020 Q2	$338K	Sell	15,350 -43	-0.3%	-$753	0.01%	456
2020 Q1	$235K	Hold	15,393	–	–	0.01%	485
2019 Q4	$315K	Hold	15,393	–	–	0.01%	467
2019 Q3	$274K	Buy	15,393 +43	+0.3%	+$803	0.01%	497
2019 Q2	$351K	Hold	15,350	–	–	0.01%	442
2019 Q1	$335K	Hold	15,350	–	–	0.01%	448
2018 Q4	$302K	Buy	15,350 +15,300	+30,600%	+$357K	0.01%	441
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	1253
2018 Q2	$1K	Sell	50 -400	-89%	-$9.01K	﹤0.01%	1246
2018 Q1	$10K	Hold	450	–	–	﹤0.01%	1058
2017 Q4	$16K	Hold	450	–	–	﹤0.01%	969
2017 Q3	$17K	Hold	450	–	–	﹤0.01%	940
2017 Q2	$21K	Hold	450	–	–	﹤0.01%	870
2017 Q1	$20K	Hold	450	–	–	﹤0.01%	893
2016 Q4	$18K	Hold	450	–	–	﹤0.01%	900
2016 Q3	$21K	Hold	450	–	–	﹤0.01%	871
2016 Q2	$22K	Hold	450	–	–	﹤0.01%	872
2016 Q1	$21K	Hold	450	–	–	﹤0.01%	867
2015 Q4	$20K	Hold	450	–	–	﹤0.01%	868
2015 Q3	$19K	Sell	450 -120	-21%	-$5.73K	﹤0.01%	865
2015 Q2	$28K	Hold	570	–	–	﹤0.01%	847
2015 Q1	$28K	Hold	570	–	–	﹤0.01%	819
2014 Q4	$27K	Hold	570	–	–	﹤0.01%	743
2014 Q3	$24K	Hold	570	–	–	﹤0.01%	757
2014 Q2	$23K	Hold	570	–	–	﹤0.01%	765
2014 Q1	$24K	Sell	570 -350	-38%	-$14.3K	﹤0.01%	774
2013 Q4	$38K	Hold	920	–	–	﹤0.01%	718
2013 Q3	$37K	Sell	920 -50	-5%	-$2.02K	﹤0.01%	717
2013 Q2	$36K	Buy	+970	New	+$37K	﹤0.01%	716

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

Rowlandmiller & Partners Atlanta, Georgia $493M AUM 17.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Whittier Trust's PDCO Position: Q2 2025 in Review

Whittier Trust sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 25 shares — an estimated $780 sold.

Whittier Trust first reported a position in PDCO in Q2 2013 and held it in 48 quarters. The position peaked at $510K in Q2 2023. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

Whittier Trust reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 25 Patterson Companies, Inc. shares in Q2 2025, an estimated $780.
Whittier Trust first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 48 quarters.
Whittier Trust's Patterson Companies, Inc. position peaked at $510K in Q2 2023.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.