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Medallion Wealth Advisors’s Kinder Morgan KMI Stock Holding History

Medallion Wealth Advisors’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
Q1 		$58.2K Hold
1,735
– – 0.02% 453
2025
Q4 		$47.7K Hold
1,735
– – 0.02% 481
2025
Q3 		$49.1K Hold
1,735
– – 0.02% 471
2025
Q2 		$49.6K Hold
1,735
– – 0.02% 464
2025
Q1 		$49.6K Buy
1,735
+418
+32% +$11.6K 0.02% 428
2024
Q4 		$36.5K Buy
+1,317
New +$34.3K 0.02% 458

Other funds holding KMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Medallion Wealth Advisors's KMI Position: Q1 2026 in Review

Medallion Wealth Advisors held its Kinder Morgan (KMI) position steady in Q1 2026 at 1,735 shares worth $58.2K. The position accounts for 0.02% of the portfolio, ranked #453.

Medallion Wealth Advisors first reported a position in KMI in Q4 2024 and has held it in 6 quarters since. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

  • Medallion Wealth Advisors held 1,735 shares of Kinder Morgan worth $58.2K as of Q1 2026.
  • Medallion Wealth Advisors left its Kinder Morgan share count unchanged in Q1 2026.
  • Kinder Morgan made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #453 holding.
  • Medallion Wealth Advisors first reported a position in Kinder Morgan in Q4 2024 and has held it in 6 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.