Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
PDCO holding history
Patterson Companies, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PDCO overviewAll 13F holders of PDCOFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −46,656−100.0% | Sold out | Holders |
| Q1 2025 | 46,656 | $1.46M | <0.1% | −12,789−21.5% | Reduced | Holders |
| Q4 2024 | 59,445 | $1.83M | <0.1% | +59,445 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −9,452−100.0% | Sold out | Holders |
| Q2 2024 | 9,452 | $228.0K | <0.1% | +9,452 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −8,654−100.0% | Sold out | Holders |
| Q3 2023 | 8,654 | $256.5K | <0.1% | +8,654 | New | Holders |