McDonald Partners’s Blue Owl Capital OBDC Stock Holding History

McDonald Partners’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$326K	Hold	30,000	–	–	0.08%	185
2026 Q1	$332K	Hold	30,000	–	–	0.08%	176
2025 Q4	$373K	Hold	30,000	–	–	0.12%	152
2025 Q3	$383K	Hold	30,000	–	–	0.11%	162
2025 Q2	$430K	Hold	30,000	–	–	0.1%	183
2025 Q1	$440K	Hold	30,000	–	–	0.11%	176
2024 Q4	$454K	Hold	30,000	–	–	0.12%	171
2024 Q3	$437K	Hold	30,000	–	–	0.11%	171
2024 Q2	$461K	Hold	30,000	–	–	0.12%	167
2024 Q1	$461K	Hold	30,000	–	–	0.13%	175
2023 Q4	$443K	Hold	30,000	–	–	0.13%	170
2023 Q3	$416K	Hold	30,000	–	–	0.14%	168
2023 Q2	$403K	Hold	30,000	–	–	0.12%	173
2023 Q1	$378K	Buy	+30,000	New	+$386K	0.12%	173

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McDonald Partners's OBDC Position: Q2 2026 in Review

McDonald Partners held its Blue Owl Capital (OBDC) position steady in Q2 2026 at 30,000 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #185.

McDonald Partners first reported a position in OBDC in Q1 2023 and has held it in 14 quarters since. The position peaked at $461K in Q1 2024. 428 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

McDonald Partners held 30,000 shares of Blue Owl Capital worth $326K as of Q2 2026.
McDonald Partners left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up 0.08% of McDonald Partners's portfolio in Q2 2026, its #185 holding.
McDonald Partners first reported a position in Blue Owl Capital in Q1 2023 and has held it in 14 quarters since.
McDonald Partners's Blue Owl Capital position peaked at $461K in Q1 2024.
428 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.