KA
KMI icon

Kozak & Associates’s Kinder Morgan KMI Stock Holding History

Kozak & 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 		$4.38K Buy
138
+1
+0.7% +$32 ﹤0.01% 319
2026
Q1 		$4.39K Buy
137
+1
+0.7% +$31 ﹤0.01% 322
2025
Q4 		$3.67K Hold
136
– – ﹤0.01% 331
2025
Q3 		$3.68K Buy
136
+3
+2% +$82 ﹤0.01% 337
2025
Q2 		$3.69K Sell
133
-105
-44% -$2.88K ﹤0.01% 314
2025
Q1 		$6.39K Buy
238
+1
+0.4% +$28 ﹤0.01% 260
2024
Q4 		$6.7K Buy
237
+108
+84% +$2.82K ﹤0.01% 272
2024
Q3 		$3.21K Buy
129
+2
+2% +$42 ﹤0.01% 309
2024
Q2 		$2.53K Hold
127
– – ﹤0.01% 306
2024
Q1 		$2.49K Buy
127
+4
+3% +$70 ﹤0.01% 316
2023
Q4 		$2.19K Buy
123
+2
+2% +$34 ﹤0.01% 314
2023
Q3 		$1.97K Sell
121
-124
-51% -$2.14K ﹤0.01% 334
2023
Q2 		$4.23K Buy
245
+4
+2% +$68 ﹤0.01% 280
2023
Q1 		$4.22K Buy
241
+4
+2% +$71 ﹤0.01% 277
2022
Q4 		$4K Buy
237
+3
+1% +$54 ﹤0.01% 278
2022
Q3 		$4K Buy
234
+4
+2% +$71 ﹤0.01% 271
2022
Q2 		$4K Buy
230
+3
+1% +$56 ﹤0.01% 305
2022
Q1 		$4K Hold
227
– – ﹤0.01% 324
2021
Q4 		$4K Buy
227
+7
+3% +$116 ﹤0.01% 324
2021
Q3 		$4K Buy
+220
New +$3.74K ﹤0.01% 285

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

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

Kozak & Associates increased its Kinder Morgan (KMI) stake by 0.73% in Q2 2026, buying an estimated $32 and bringing the position to 138 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Kozak & Associates first reported a position in KMI in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.7K in Q4 2024. 1,824 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Kozak & Associates held 138 shares of Kinder Morgan worth $4.38K as of Q2 2026.
  • Kozak & Associates bought 1 Kinder Morgan share in Q2 2026, an estimated $32.
  • Kinder Morgan made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #319 holding.
  • Kozak & Associates first reported a position in Kinder Morgan in Q3 2021 and has held it in 20 quarters since.
  • Kozak & Associates's Kinder Morgan position peaked at $6.7K in Q4 2024.
  • 1,824 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.