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 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 $94.5B AUM 29.33% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $226M AUM 27.71% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

McDonald Partners's OBDC Position: Q1 2026 in Review

McDonald Partners held its Blue Owl Capital (OBDC) position steady in Q1 2026 at 30,000 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #176.

McDonald Partners first reported a position in OBDC in Q1 2023 and has held it in 13 quarters since. The position peaked at $461K in Q1 2024. 457 funds tracked by Wall St. Rank hold OBDC as of Q1 2026.

McDonald Partners held 30,000 shares of Blue Owl Capital worth $332K as of Q1 2026.
McDonald Partners left its Blue Owl Capital share count unchanged in Q1 2026.
Blue Owl Capital made up 0.08% of McDonald Partners's portfolio in Q1 2026, its #176 holding.
McDonald Partners first reported a position in Blue Owl Capital in Q1 2023 and has held it in 13 quarters since.
McDonald Partners's Blue Owl Capital position peaked at $461K in Q1 2024.
457 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.