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KMG Fiduciary Partners’s Crown Castle CCI Stock Holding History

KMG Fiduciary Partners’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24,108
Closed -$1.96M – 217
2026
Q1 		$1.96M Buy
24,108
+1,107
+5% +$95.3K 0.15% 135
2025
Q4 		$2.04M Buy
23,001
+1,082
+5% +$99.5K 0.15% 130
2025
Q3 		$2.12M Buy
21,919
+539
+3% +$54.5K 0.14% 134
2025
Q2 		$2.2M Buy
21,380
+525
+3% +$53.1K 0.16% 127
2025
Q1 		$2.17M Buy
20,855
+2,086
+11% +$195K 0.18% 124
2024
Q4 		$1.7M Buy
18,769
+2,171
+13% +$227K 0.14% 138
2024
Q3 		$1.97M Buy
16,598
+510
+3% +$56.2K 0.17% 125
2024
Q2 		$1.57M Buy
16,088
+1,002
+7% +$98.7K 0.15% 116
2024
Q1 		$1.6M Buy
15,086
+456
+3% +$49.6K 0.17% 112
2023
Q4 		$1.69M Buy
+14,630
New +$1.5M 0.2% 109

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KMG Fiduciary Partners's CCI Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Crown Castle (CCI) in Q2 2026, closing a stake of 24,108 shares — an estimated $1.96M sold.

KMG Fiduciary Partners first reported a position in CCI in Q4 2023 and held it in 10 quarters. The position peaked at $2.2M in Q2 2025. 931 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining Crown Castle position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 24,108 Crown Castle shares in Q2 2026, an estimated $1.96M.
  • KMG Fiduciary Partners first reported a position in Crown Castle in Q4 2023 and held it in 10 quarters.
  • KMG Fiduciary Partners's Crown Castle position peaked at $2.2M in Q2 2025.
  • 931 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.