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 Q2	$608K	Hold	46,000	–	–	0.15%	137
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 $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

McDonald Partners's PDO Position: Q2 2026 in Review

McDonald Partners held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q2 2026 at 46,000 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #137.

McDonald Partners first reported a position in PDO in Q3 2024 and has held it in 8 quarters since. The position peaked at $637K in Q4 2025. 136 funds tracked by Wall St. Rank hold PDO as of Q2 2026.

McDonald Partners held 46,000 shares of PIMCO Dynamic Income Opportunities Fund worth $608K as of Q2 2026.
McDonald Partners left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q2 2026.
PIMCO Dynamic Income Opportunities Fund made up 0.15% of McDonald Partners's portfolio in Q2 2026, its #137 holding.
McDonald Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
McDonald Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $637K in Q4 2025.
136 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2026.

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