Schubert & Co’s Kinder Morgan KMI Stock Holding History

Schubert & Co’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	$291K	Sell	8,681 -1,010	-10%	-$31.6K	0.24%	56
2025 Q4	$266K	Sell	9,691 -632	-6%	-$17.1K	0.21%	60
2025 Q3	$292K	Sell	10,323 -1,620	-14%	-$44.3K	0.21%	56
2025 Q2	$351K	Sell	11,943 -6,424	-35%	-$176K	0.25%	45
2025 Q1	$524K	Sell	18,367 -1,846	-9%	-$51.1K	0.36%	32
2024 Q4	$554K	Buy	20,213 +14	+0.1%	+$365	0.37%	32
2024 Q3	$446K	Buy	+20,199	New	+$426K	0.32%	32
2023 Q2	–	Sell	-2,170	Closed	-$38K	–	809
2023 Q1	$38K	Sell	2,170 -124	-5%	-$2.21K	0.03%	81
2022 Q4	$41.5K	Sell	2,294 -88	-4%	-$1.58K	0.04%	70
2022 Q3	$40K	Buy	2,382 +180	+8%	+$3.2K	0.04%	76
2022 Q2	$37K	Buy	2,202 +371	+20%	+$6.95K	0.03%	80
2022 Q1	$35K	Buy	1,831 +661	+56%	+$11.6K	0.04%	64
2021 Q4	$19K	Buy	+1,170	New	+$19.5K	0.02%	73

Other funds holding KMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schubert & Co's KMI Position: Q1 2026 in Review

Schubert & Co reduced its Kinder Morgan (KMI) stake by 10% in Q1 2026, selling an estimated $31.6K and leaving 8,681 shares worth $291K. The position accounts for 0.24% of the portfolio, ranked #56.

Schubert & Co first reported a position in KMI in Q4 2021 and has held it in 13 quarters since. The position peaked at $554K in Q4 2024. 1,829 funds tracked by Wall St. Rank hold KMI as of Q1 2026.

Schubert & Co held 8,681 shares of Kinder Morgan worth $291K as of Q1 2026.
Schubert & Co sold 1,010 Kinder Morgan shares in Q1 2026, an estimated $31.6K.
Kinder Morgan made up 0.24% of Schubert & Co's portfolio in Q1 2026, its #56 holding.
Schubert & Co first reported a position in Kinder Morgan in Q4 2021 and has held it in 13 quarters since.
Schubert & Co's Kinder Morgan position peaked at $554K in Q4 2024.
1,829 funds tracked by Wall St. Rank held Kinder Morgan as of Q1 2026.

Based on Schubert & Co's 13F filing for Q1 2026, filed 29 Apr 2026.