WA
MCI

Whipplewood Advisors’s Barings Corporate Investors MCI Stock Holding History

Whipplewood Advisors’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 		$64.8K Buy
3,690
+1,060
+40% +$18.6K 0.04% 128
2026
Q1 		$45.3K Hold
2,630
– – 0.02% 278
2025
Q4 		$47.7K Buy
2,630
+166
+7% +$3.37K 0.03% 204
2025
Q3 		$51.2K Sell
2,464
-149
-6% -$3.16K 0.03% 192
2025
Q2 		$56.6K Buy
2,613
+2,314
+774% +$47.5K 0.03% 301
2025
Q1 		$394K Sell
299
-17,231
-98% -$363K 0.23% 100
2024
Q4 		$357K Buy
+17,530
New +$347K 0.2% 110

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
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
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

Whipplewood Advisors's MCI Position: Q2 2026 in Review

Whipplewood Advisors increased its Barings Corporate Investors (MCI) stake by 40% in Q2 2026, buying an estimated $18.6K and bringing the position to 3,690 shares worth $64.8K. The position accounts for 0.04% of the portfolio, ranked #128.

Whipplewood Advisors first reported a position in MCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $394K in Q1 2025. 24 funds tracked by Wall St. Rank hold MCI as of Q2 2026.

  • Whipplewood Advisors held 3,690 shares of Barings Corporate Investors worth $64.8K as of Q2 2026.
  • Whipplewood Advisors bought 1,060 Barings Corporate Investors shares in Q2 2026, an estimated $18.6K.
  • Barings Corporate Investors made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #128 holding.
  • Whipplewood Advisors first reported a position in Barings Corporate Investors in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Barings Corporate Investors position peaked at $394K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.