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Caldwell Trust’s Kinder Morgan KMI Stock Holding History

Caldwell Trust’s Portfolio KMI Stock Details KMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Buy
3,419
+1,123
+49% +$36.2K 0.01% 396
2026
Q1 		$77K Buy
2,296
+108
+5% +$3.38K 0.01% 437
2025
Q4 		$60.1K Buy
2,188
+1,685
+335% +$45.5K 0.01% 458
2025
Q3 		$14.2K Hold
503
– – ﹤0.01% 607
2025
Q2 		$14.8K Hold
503
– – ﹤0.01% 598
2025
Q1 		$14.4K Buy
503
+375
+293% +$10.4K ﹤0.01% 600
2024
Q4 		$3.51K Hold
128
– – ﹤0.01% 670
2024
Q3 		$2.83K Hold
128
– – ﹤0.01% 671
2024
Q2 		$2.54K Hold
128
– – ﹤0.01% 671
2024
Q1 		$2.35K Buy
+128
New +$2.24K ﹤0.01% 686
2023
Q4 		– Sell
-192
Closed -$3.18K – 716
2023
Q3 		$3.18K Hold
192
– – ﹤0.01% 670
2023
Q2 		$3.31K Sell
192
-658
-77% -$11.2K ﹤0.01% 700
2023
Q1 		$14.9K Hold
850
– – ﹤0.01% 582
2022
Q4 		$15.4K Buy
850
+96
+13% +$1.73K ﹤0.01% 571
2022
Q3 		$12.5K Buy
754
+254
+51% +$4.51K ﹤0.01% 578
2022
Q2 		$8.38K Hold
500
– – ﹤0.01% 643
2022
Q1 		$9.46K Sell
500
-250
-33% -$4.4K ﹤0.01% 645
2021
Q4 		$11.9K Sell
750
-250
-25% -$4.16K ﹤0.01% 623
2021
Q3 		$16.7K Buy
1,000
+378
+61% +$6.42K ﹤0.01% 581
2021
Q2 		$11.3K Hold
622
– – ﹤0.01% 633
2021
Q1 		$10.4K Sell
622
-800
-56% -$12.2K ﹤0.01% 628
2020
Q4 		$19.4K Buy
1,422
+400
+39% +$5.35K ﹤0.01% 545
2020
Q3 		$12.6K Sell
1,022
-2,846
-74% -$39.7K ﹤0.01% 587
2020
Q2 		$58.7K Sell
3,868
-2
-0.1% -$30 0.01% 391
2020
Q1 		$53.9K Sell
3,870
-2,107
-35% -$40.1K 0.01% 404
2019
Q4 		$127K Buy
+5,977
New +$121K 0.02% 334

Other funds holding KMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caldwell Trust's KMI Position: Q2 2026 in Review

Caldwell Trust increased its Kinder Morgan (KMI) stake by 49% in Q2 2026, buying an estimated $36.2K and bringing the position to 3,419 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #396.

Caldwell Trust first reported a position in KMI in Q4 2019 and has held it in 26 quarters since. The position peaked at $127K in Q4 2019. 1,839 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Caldwell Trust held 3,419 shares of Kinder Morgan worth $109K as of Q2 2026.
  • Caldwell Trust bought 1,123 Kinder Morgan shares in Q2 2026, an estimated $36.2K.
  • Kinder Morgan made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #396 holding.
  • Caldwell Trust first reported a position in Kinder Morgan in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Kinder Morgan position peaked at $127K in Q4 2019.
  • 1,839 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.