Calton & Associates’s Kinder Morgan KMI Stock Holding History

Calton & Associates’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	$245K	Buy	+7,656	New	+$247K	0.04%	361
2026 Q1	–	Sell	-7,698	Closed	-$212K	–	465
2025 Q4	$212K	Sell	7,698 -99	-1%	-$2.67K	0.03%	416
2025 Q3	$221K	Buy	+7,797	New	+$213K	0.03%	383
2018 Q1	–	Sell	-8,167	Closed	-$158K	–	861
2017 Q4	$158K	Buy	+8,167	New	+$147K	0.04%	389

Other funds holding KMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Calton & Associates's KMI Position: Q2 2026 in Review

Calton & Associates opened a new position in Kinder Morgan (KMI) in Q2 2026: 7,656 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #361 among its holdings. This is a return to the name: Calton & Associates previously reported a position in KMI as recently as Q4 2025.

Calton & Associates first reported a position in KMI in Q4 2017 and has held it in 4 quarters since. 1,840 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Calton & Associates held 7,656 shares of Kinder Morgan worth $245K as of Q2 2026.
Kinder Morgan was a new Calton & Associates position in Q2 2026.
Kinder Morgan made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #361 holding.
Calton & Associates first reported a position in Kinder Morgan in Q4 2017 and has held it in 4 quarters since.
1,840 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.