Sky Investment Group’s Barings Corporate Investors MCI Stock Holding History

Sky Investment Group’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	–	Hold	0	–	–	–	53
2026 Q1	–	Hold	0	–	–	–	54
2025 Q4	–	Hold	0	–	–	–	54
2025 Q3	–	Hold	0	–	–	–	51
2025 Q2	–	Hold	0	–	–	–	50
2025 Q1	–	Hold	0	–	–	–	47
2024 Q4	–	Hold	0	–	–	–	52
2024 Q3	–	Hold	0	–	–	–	51
2024 Q2	–	Hold	0	–	–	–	55
2024 Q1	–	Hold	0	–	–	–	60
2023 Q4	–	Hold	0	–	–	–	54
2023 Q3	–	Hold	0	–	–	–	57
2023 Q2	–	Hold	0	–	–	–	56
2023 Q1	–	Sell	-177,789	Closed	-$2.52M	–	56
2022 Q4	$2.48M	Sell	177,789 -1,275	-0.7%	-$17.2K	0.59%	55
2022 Q3	$2.32M	Buy	179,064 +600	+0.3%	+$8.33K	0.6%	56
2022 Q2	$2.39M	Buy	178,464 +390	+0.2%	+$5.55K	0.57%	60
2022 Q1	$2.71M	Sell	178,074 -1,150	-0.6%	-$17.9K	0.57%	60
2021 Q4	$2.86M	Buy	179,224 +13,420	+8%	+$214K	0.58%	59
2021 Q3	$2.58M	Sell	165,804 -1,650	-1%	-$25.4K	0.57%	60
2021 Q2	$2.54M	Sell	167,454 -2,800	-2%	-$41.5K	0.57%	60
2021 Q1	$2.37M	Sell	170,254 -1,325	-0.8%	-$17.9K	0.57%	60
2020 Q4	$2.26M	Sell	171,579 -2,975	-2%	-$37.9K	0.57%	61
2020 Q3	$2.18M	Sell	174,554 -2,025	-1%	-$26.7K	0.6%	59
2020 Q2	$2.37M	Buy	176,579 +1,071	+0.6%	+$14.2K	0.82%	50
2020 Q1	$2.04M	Buy	175,508 +7,875	+5%	+$122K	0.82%	49
2019 Q4	$2.83M	Buy	167,633 +680	+0.4%	+$11.4K	0.93%	43
2019 Q3	$2.81M	Sell	166,953 -1,800	-1%	-$29.2K	0.97%	41
2019 Q2	$2.64M	Buy	168,753 +13,350	+9%	+$210K	0.93%	41
2019 Q1	$2.4M	Sell	155,403 -190	-0.1%	-$2.96K	0.88%	42
2018 Q4	$2.29M	Sell	155,593 -5,425	-3%	-$81.8K	0.96%	42
2018 Q3	$2.47M	Buy	161,018 +9,690	+6%	+$148K	0.94%	41
2018 Q2	$2.29M	Buy	151,328 +200	+0.1%	+$3.04K	0.92%	41
2018 Q1	$2.28M	Buy	151,128 +6,725	+5%	+$101K	0.92%	40
2017 Q4	$2.2M	Buy	144,403 +674	+0.5%	+$10.6K	0.86%	43
2017 Q3	$2.27M	Buy	143,729 +524	+0.4%	+$8.2K	0.93%	44
2017 Q2	$2.16M	Buy	143,205 +10,810	+8%	+$165K	0.91%	43
2017 Q1	$2.02M	Buy	132,395 +14,850	+13%	+$225K	0.89%	44
2016 Q4	$1.82M	Buy	117,545 +4,300	+4%	+$71K	0.84%	47
2016 Q3	$1.95M	Buy	113,245 +1,850	+2%	+$33.8K	0.91%	44
2016 Q2	$2M	Sell	111,395 -825	-0.7%	-$14.4K	0.95%	44
2016 Q1	$1.91M	Buy	112,220 +650	+0.6%	+$11K	0.94%	46
2015 Q4	$1.93M	Buy	111,570 +11,050	+11%	+$188K	0.99%	44
2015 Q3	$1.64M	Buy	100,520 +4,300	+4%	+$69.5K	0.91%	47
2015 Q2	$1.55M	Buy	96,220 +2,550	+3%	+$40.5K	0.82%	51
2015 Q1	$1.46M	Buy	93,670 +850	+0.9%	+$13.5K	0.78%	50
2014 Q4	$1.48M	Buy	92,820 +550	+0.6%	+$8.6K	0.77%	49
2014 Q3	$1.42M	Buy	92,270 +11,770	+15%	+$181K	0.76%	50
2014 Q2	$1.23M	Sell	80,500 -7,470	-8%	-$114K	0.73%	50
2014 Q1	$1.33M	Hold	87,970	–	–	0.74%	48
2013 Q4	$1.31M	Buy	+87,970	New	+$1.31M	0.74%	50

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 $528M AUM 23.18% 1-Year Est. Return

CFMC

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

SAM

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

SAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sky Investment Group's MCI Position: Q2 2026 in Review

Sky Investment Group held its Barings Corporate Investors (MCI) position steady in Q2 2026 at 0 shares worth $3.08M. The position accounts for 0.48% of the portfolio, ranked #53.

Sky Investment Group first reported a position in MCI in Q4 2013 and has held it in 37 quarters since. The position peaked at $2.86M in Q4 2021. 24 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

Sky Investment Group held 0 shares of Barings Corporate Investors worth $3.08M as of Q2 2026.
Sky Investment Group left its Barings Corporate Investors share count unchanged in Q2 2026.
Barings Corporate Investors made up 0.48% of Sky Investment Group's portfolio in Q2 2026, its #53 holding.
Sky Investment Group first reported a position in Barings Corporate Investors in Q4 2013 and has held it in 37 quarters since.
Sky Investment Group's Barings Corporate Investors position peaked at $2.86M in Q4 2021.
24 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.