WIA
MCI

World Investment Advisors’s Barings Corporate Investors MCI Stock Holding History

World Investment 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
Q1 		$715K Buy
41,476
+870
+2% +$17.3K 0.01% 832
2025
Q4 		$737K Buy
40,606
+838
+2% +$17K 0.01% 786
2025
Q3 		$826K Buy
39,768
+18,734
+89% +$397K 0.02% 621
2025
Q2 		$456K Buy
21,034
+476
+2% +$9.77K 0.01% 768
2025
Q1 		$482K Hold
20,558
– – 0.01% 701
2024
Q4 		$419K Hold
20,558
– – 0.01% 709
2024
Q3 		$410K Buy
+20,558
New +$381K 0.01% 636

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
B
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

World Investment Advisors's MCI Position: Q1 2026 in Review

World Investment Advisors increased its Barings Corporate Investors (MCI) stake by 2.1% in Q1 2026, buying an estimated $17.3K and bringing the position to 41,476 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #832.

World Investment Advisors first reported a position in MCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $826K in Q3 2025. 58 funds tracked by Wall St. Rank hold MCI as of Q1 2026.

  • World Investment Advisors held 41,476 shares of Barings Corporate Investors worth $715K as of Q1 2026.
  • World Investment Advisors bought 870 Barings Corporate Investors shares in Q1 2026, an estimated $17.3K.
  • Barings Corporate Investors made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #832 holding.
  • World Investment Advisors first reported a position in Barings Corporate Investors in Q3 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Barings Corporate Investors position peaked at $826K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Barings Corporate Investors as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.