Caldwell Sutter Capital’s Barings Corporate Investors MCI Stock Holding History

Caldwell Sutter Capital’s Portfolio MCI Stock Details MCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Hold	83,984	–	–	0.59%	40
2025 Q4	$1.52M	Sell	83,984 -630	-0.7%	-$12.8K	0.65%	38
2025 Q3	$1.76M	Hold	84,614	–	–	0.75%	33
2025 Q2	$1.83M	Hold	84,614	–	–	0.84%	30
2025 Q1	$1.98M	Hold	84,614	–	–	0.94%	23
2024 Q4	$1.72M	Hold	84,614	–	–	0.8%	33
2024 Q3	$1.69M	Hold	84,614	–	–	0.79%	34
2024 Q2	$1.58M	Hold	84,614	–	–	0.78%	33
2024 Q1	$1.45M	Sell	84,614 -3,000	-3%	-$54.8K	0.7%	39
2023 Q4	$1.61M	Hold	87,614	–	–	0.82%	26
2023 Q3	$1.4M	Hold	87,614	–	–	0.77%	31
2023 Q2	$1.31M	Sell	87,614 -50	-0.1%	-$706	0.68%	34
2023 Q1	$1.24M	Buy	87,664 +12,146	+16%	+$172K	0.9%	27
2022 Q4	$1.05M	Buy	+75,518	New	+$1.02M	0.93%	29

Other funds holding MCI

BIA

BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Caldwell Sutter Capital's MCI Position: Q1 2026 in Review

Caldwell Sutter Capital held its Barings Corporate Investors (MCI) position steady in Q1 2026 at 83,984 shares worth $1.45M. The position accounts for 0.59% of the portfolio, ranked #40.

Caldwell Sutter Capital first reported a position in MCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.98M in Q1 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

Caldwell Sutter Capital held 83,984 shares of Barings Corporate Investors worth $1.45M as of Q1 2026.
Caldwell Sutter Capital left its Barings Corporate Investors share count unchanged in Q1 2026.
Barings Corporate Investors made up 0.59% of Caldwell Sutter Capital's portfolio in Q1 2026, its #40 holding.
Caldwell Sutter Capital first reported a position in Barings Corporate Investors in Q4 2022 and has held it in 14 quarters since.
Caldwell Sutter Capital's Barings Corporate Investors position peaked at $1.98M in Q1 2025.
58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.