McDonald Partners’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

McDonald Partners’s Portfolio PDO Stock Details PDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$595K	Hold	46,000	–	–	0.14%	128
2025 Q4	$637K	Buy	46,000 +7,000	+18%	+$97.4K	0.2%	117
2025 Q3	$551K	Hold	39,000	–	–	0.16%	135
2025 Q2	$526K	Hold	39,000	–	–	0.13%	168
2025 Q1	$541K	Hold	39,000	–	–	0.14%	159
2024 Q4	$530K	Buy	39,000 +9,000	+30%	+$123K	0.14%	160
2024 Q3	$424K	Buy	+30,000	New	+$406K	0.11%	176

Other funds holding PDO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

McDonald Partners's PDO Position: Q1 2026 in Review

McDonald Partners held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q1 2026 at 46,000 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #128.

McDonald Partners first reported a position in PDO in Q3 2024 and has held it in 7 quarters since. The position peaked at $637K in Q4 2025. 135 funds tracked by Wall St. Rank hold PDO as of Q1 2026.

McDonald Partners held 46,000 shares of PIMCO Dynamic Income Opportunities Fund worth $595K as of Q1 2026.
McDonald Partners left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q1 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.14% of McDonald Partners's portfolio in Q1 2026, its #128 holding.
McDonald Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
McDonald Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $637K in Q4 2025.
135 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2026.

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