Capital Advisors Ltd’s Kinder Morgan KMI Stock Holding History

Capital Advisors Ltd’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	$39K	Hold	1,210	–	–	﹤0.01%	560
2026 Q1	$41K	Hold	1,210	–	–	﹤0.01%	538
2025 Q4	$33K	Hold	1,210	–	–	﹤0.01%	567
2025 Q3	$34K	Hold	1,210	–	–	﹤0.01%	553
2025 Q2	$36K	Hold	1,210	–	–	﹤0.01%	533
2025 Q1	$35K	Hold	1,210	–	–	﹤0.01%	523
2024 Q4	$33K	Hold	1,210	–	–	﹤0.01%	526
2024 Q3	$27K	Hold	1,210	–	–	﹤0.01%	566
2024 Q2	$24K	Buy	1,210 +480	+66%	+$9.15K	﹤0.01%	572
2024 Q1	$13K	Buy	730 +42	+6%	+$734	﹤0.01%	665
2023 Q4	$12K	Buy	688 +26	+4%	+$443	﹤0.01%	665
2023 Q3	$11K	Buy	662 +61	+10%	+$1.05K	﹤0.01%	666
2023 Q2	$10K	Buy	601 +157	+35%	+$2.67K	﹤0.01%	698
2023 Q1	$8K	Sell	444 -183	-29%	-$3.25K	﹤0.01%	593
2022 Q4	$6K	Buy	627 +276	+79%	+$4.96K	﹤0.01%	628
2022 Q3	$6K	Buy	351 +230	+190%	+$4.09K	﹤0.01%	606
2022 Q2	$2K	Hold	121	–	–	﹤0.01%	673
2022 Q1	$2K	Hold	121	–	–	﹤0.01%	644
2021 Q4	$2K	Buy	121 +45	+59%	+$749	﹤0.01%	596
2021 Q3	$1K	Hold	76	–	–	﹤0.01%	493
2021 Q2	$1K	Hold	76	–	–	﹤0.01%	470
2021 Q1	$1K	Hold	76	–	–	﹤0.01%	469
2020 Q4	$1K	Hold	76	–	–	﹤0.01%	440
2020 Q3	$1K	Hold	76	–	–	﹤0.01%	441
2020 Q2	$1K	Hold	76	–	–	﹤0.01%	438
2020 Q1	$1K	Hold	76	–	–	﹤0.01%	446
2019 Q4	$2K	Hold	76	–	–	﹤0.01%	400
2019 Q3	$2K	Hold	76	–	–	﹤0.01%	395
2019 Q2	$2K	Hold	76	–	–	﹤0.01%	424
2019 Q1	$2K	Hold	76	–	–	﹤0.01%	419
2018 Q4	$1K	Hold	76	–	–	﹤0.01%	433
2018 Q3	$1K	Hold	76	–	–	﹤0.01%	471
2018 Q2	$1K	Hold	76	–	–	﹤0.01%	396
2018 Q1	$1K	Hold	76	–	–	﹤0.01%	385
2017 Q4	$1K	Hold	76	–	–	﹤0.01%	391
2017 Q3	$1K	Hold	76	–	–	﹤0.01%	391
2017 Q2	$1K	Hold	76	–	–	﹤0.01%	386
2017 Q1	$2K	Hold	76	–	–	﹤0.01%	372
2016 Q4	$2K	Hold	76	–	–	﹤0.01%	379
2016 Q3	$2K	Sell	76 -240	-76%	-$5.08K	﹤0.01%	350
2016 Q2	$6K	Hold	316	–	–	﹤0.01%	299
2016 Q1	$6K	Hold	316	–	–	﹤0.01%	292
2015 Q4	$5K	Sell	316 -10,066	-97%	-$240K	﹤0.01%	294
2015 Q3	$287K	Sell	10,382 -191	-2%	-$6.33K	0.16%	79
2015 Q2	$406K	Sell	10,573 -870	-8%	-$36.3K	0.21%	64
2015 Q1	$481K	Sell	11,443 -1,658	-13%	-$68.7K	0.25%	55
2014 Q4	$554K	Buy	+13,101	New	+$516K	0.3%	50

Other funds holding KMI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Advisors Ltd's KMI Position: Q2 2026 in Review

Capital Advisors Ltd held its Kinder Morgan (KMI) position steady in Q2 2026 at 1,210 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Capital Advisors Ltd first reported a position in KMI in Q4 2014 and has held it in 47 quarters since. The position peaked at $554K in Q4 2014. 1,826 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

Capital Advisors Ltd held 1,210 shares of Kinder Morgan worth $39K as of Q2 2026.
Capital Advisors Ltd left its Kinder Morgan share count unchanged in Q2 2026.
Kinder Morgan made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #560 holding.
Capital Advisors Ltd first reported a position in Kinder Morgan in Q4 2014 and has held it in 47 quarters since.
Capital Advisors Ltd's Kinder Morgan position peaked at $554K in Q4 2014.
1,826 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.