Rothschild Investment LLC’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.13M Buy
160,393
+12,004
+8% +$387K 0.19% 108
2026
Q1
$4.98M Buy
148,389
+14,818
+11% +$463K 0.26% 90
2025
Q4
$3.67M Sell
133,571
-9,674
-7% -$261K 0.2% 105
2025
Q3
$4.06M Buy
143,245
+10,046
+8% +$275K 0.23% 97
2025
Q2
$3.92M Buy
133,199
+1,701
+1% +$46.7K 0.25% 97
2025
Q1
$3.75M Sell
131,498
-1,224
-0.9% -$33.9K 0.25% 94
2024
Q4
$3.64M Sell
132,722
-1,855
-1% -$48.4K 0.24% 93
2024
Q3
$2.97M Buy
134,577
+139
+0.1% +$2.93K 0.19% 110
2024
Q2
$2.67M Buy
134,438
+5,448
+4% +$104K 0.19% 111
2024
Q1
$2.37M Sell
128,990
-10,600
-8% -$185K 0.17% 119
2023
Q4
$2.46M Sell
139,590
-10,160
-7% -$173K 0.21% 106
2023
Q3
$2.48M Buy
149,750
+545
+0.4% +$9.39K 0.21% 113
2023
Q2
$2.57M Sell
149,205
-2,700
-2% -$45.9K 0.21% 113
2023
Q1
$2.66M Buy
151,905
+7,774
+5% +$138K 0.23% 104
2022
Q4
$2.61M Buy
144,131
+21,300
+17% +$383K 0.24% 104
2022
Q3
$2.04M Buy
122,831
+5,375
+5% +$95.5K 0.2% 122
2022
Q2
$1.97M Sell
117,456
-2,750
-2% -$51.5K 0.18% 122
2022
Q1
$2.27M Buy
120,206
+50,557
+73% +$890K 0.18% 124
2021
Q4
$1.1M Buy
69,649
+9,348
+16% +$156K 0.09% 212
2021
Q3
$1.01M Sell
60,301
-3,800
-6% -$64.6K 0.08% 218
2021
Q2
$1.17M Sell
64,101
-367
-0.6% -$6.54K 0.09% 206
2021
Q1
$1.07M Buy
64,468
+4,030
+7% +$61.5K 0.09% 210
2020
Q4
$826K Buy
60,438
+4,162
+7% +$55.7K 0.08% 219
2020
Q3
$694K Buy
56,276
+3,691
+7% +$51.4K 0.08% 217
2020
Q2
$798K Hold
52,585
0.1% 187
2020
Q1
$732K Sell
52,585
-116
-0.2% -$2.21K 0.1% 199
2019
Q4
$1.12M Sell
52,701
-15,500
-23% -$314K 0.11% 180
2019
Q3
$1.41M Buy
68,201
+4,200
+7% +$86.2K 0.16% 138
2019
Q2
$1.34M Sell
64,001
-3,426
-5% -$69.1K 0.16% 140
2019
Q1
$1.35M Sell
67,427
-1,184
-2% -$22.1K 0.16% 141
2018
Q4
$1.05M Sell
68,611
-1,933
-3% -$32.7K 0.14% 143
2018
Q3
$1.25M Sell
70,544
-2,731
-4% -$48.8K 0.15% 146
2018
Q2
$1.29M Sell
73,275
-3,200
-4% -$52.4K 0.16% 139
2018
Q1
$1.15M Buy
76,475
+122
+0.2% +$2.11K 0.15% 150
2017
Q4
$1.38M Sell
76,353
-7,316
-9% -$131K 0.15% 159
2017
Q3
$1.6M Sell
83,669
-10,137
-11% -$197K 0.18% 135
2017
Q2
$1.8M Sell
93,806
-169
-0.2% -$3.36K 0.2% 120
2017
Q1
$2.04M Sell
93,975
-24,764
-21% -$541K 0.24% 108
2016
Q4
$2.46M Sell
118,739
-19,992
-14% -$423K 0.3% 89
2016
Q3
$3.21M Sell
138,731
-4,238
-3% -$89.8K 0.39% 72
2016
Q2
$2.68M Sell
142,969
-8,531
-6% -$152K 0.34% 81
2016
Q1
$2.71M Sell
151,500
-187,671
-55% -$3.07M 0.35% 75
2015
Q4
$5.06M Sell
339,171
-11,161
-3% -$266K 0.64% 40
2015
Q3
$9.7M Buy
350,332
+5,686
+2% +$188K 1.28% 8
2015
Q2
$13.2M Buy
344,646
+3,958
+1% +$165K 1.53% 7
2015
Q1
$14.3M Buy
340,688
+84
+0% +$3.48K 1.68% 5
2014
Q4
$14.4M Buy
340,604
+140,471
+70% +$5.53M 1.72% 5
2014
Q3
$7.67M Buy
200,133
+12,840
+7% +$488K 0.93% 21
2014
Q2
$6.79M Buy
187,293
+39,322
+27% +$1.33M 0.87% 28
2014
Q1
$4.81M Buy
147,971
+59,475
+67% +$1.99M 0.65% 45
2013
Q4
$3.19M Buy
88,496
+1,332
+2% +$46.7K 0.43% 60
2013
Q3
$3.1M Buy
87,164
+23,266
+36% +$873K 0.46% 61
2013
Q2
$2.44M Buy
+63,898
New +$2.48M 0.4% 67

Other funds holding KMI

Rothschild Investment LLC's KMI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Kinder Morgan (KMI) stake by 8.1% in Q2 2026, buying an estimated $387K and bringing the position to 160,393 shares worth $5.13M. The position accounts for 0.19% of the portfolio, ranked #108.

Rothschild Investment LLC first reported a position in KMI in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.4M in Q4 2014. 1,012 funds tracked by Wall St. Rank hold KMI as of Q2 2026.

  • Rothschild Investment LLC held 160,393 shares of Kinder Morgan worth $5.13M as of Q2 2026.
  • Rothschild Investment LLC bought 12,004 Kinder Morgan shares in Q2 2026, an estimated $387K.
  • Kinder Morgan made up 0.19% of Rothschild Investment LLC's portfolio in Q2 2026, its #108 holding.
  • Rothschild Investment LLC first reported a position in Kinder Morgan in Q2 2013 and has held it in 53 quarters since.
  • Rothschild Investment LLC's Kinder Morgan position peaked at $14.4M in Q4 2014.
  • 1,012 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.