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 Q3	–	Sell	-46,000	Closed	-$608K	–	638
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

McDonald Partners's PDO Position: Q3 2026 in Review

McDonald Partners sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2026, closing a stake of 46,000 shares — an estimated $608K sold.

McDonald Partners first reported a position in PDO in Q3 2024 and held it in 8 quarters. The position peaked at $637K in Q4 2025. 87 funds tracked by Wall St. Rank hold PDO as of Q3 2026.

McDonald Partners reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2026 after selling out during the quarter.
McDonald Partners sold 46,000 PIMCO Dynamic Income Opportunities Fund shares in Q3 2026, an estimated $608K.
McDonald Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2024 and held it in 8 quarters.
McDonald Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $637K in Q4 2025.
87 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.