TWML
MCI

Todd Wealth Management, LLC’s Barings Corporate Investors MCI Stock Holding History

Todd Wealth Management, LLC’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
Q2 		$2.56M Buy
145,812
+11,037
+8% +$194K 1.94% 16
2026
Q1 		$2.32M Hold
134,775
– – 2.11% 16
2025
Q4 		$2.45M Buy
+134,775
New +$2.74M 2.21% 15

Other funds holding MCI

BIA
BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Todd Wealth Management, LLC's MCI Position: Q2 2026 in Review

Todd Wealth Management, LLC increased its Barings Corporate Investors (MCI) stake by 8.2% in Q2 2026, buying an estimated $194K and bringing the position to 145,812 shares worth $2.56M. The position accounts for 1.94% of the portfolio, ranked #16.

Todd Wealth Management, LLC first reported a position in MCI in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

  • Todd Wealth Management, LLC held 145,812 shares of Barings Corporate Investors worth $2.56M as of Q2 2026.
  • Todd Wealth Management, LLC bought 11,037 Barings Corporate Investors shares in Q2 2026, an estimated $194K.
  • Barings Corporate Investors made up 1.94% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #16 holding.
  • Todd Wealth Management, LLC first reported a position in Barings Corporate Investors in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.