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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

KMI holding history

Kinder Morgan, Inc. in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KMI overviewAll 13F holders of KMIFull Q2 2026 holdings

Shares (Q2 2026)
3,419
Value
$109.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of KMI by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,419$109.3K<0.1%+1,123+48.9%AddedHolders
Q1 20262,296$77.0K<0.1%+108+4.9%AddedHolders
Q4 20252,188$60.1K<0.1%+1,685+335.0%AddedHolders
Q3 2025503$14.2K<0.1%00.0%UnchangedHolders
Q2 2025503$14.8K<0.1%00.0%UnchangedHolders
Q1 2025503$14.4K<0.1%+375+293.0%AddedHolders
Q4 2024128$3.51K<0.1%00.0%UnchangedHolders
Q3 2024128$2.83K<0.1%00.0%UnchangedHolders
Q2 2024128$2.54K<0.1%00.0%UnchangedHolders
Q1 2024128$2.35K<0.1%+128NewHolders
Q4 20230$00.0%−192−100.0%Sold outHolders
Q3 2023192$3.18K<0.1%00.0%UnchangedHolders
Q2 2023192$3.31K<0.1%−658−77.4%ReducedHolders
Q1 2023850$14.9K<0.1%00.0%UnchangedHolders
Q4 2022850$15.4K<0.1%+96+12.7%AddedHolders
Q3 2022754$12.5K<0.1%+254+50.8%AddedHolders
Q2 2022500$8.38K<0.1%00.0%UnchangedHolders
Q1 2022500$9.46K<0.1%−250−33.3%ReducedHolders
Q4 2021750$11.9K<0.1%−250−25.0%ReducedHolders
Q3 20211,000$16.7K<0.1%+378+60.8%AddedHolders
Q2 2021622$11.3K<0.1%00.0%UnchangedHolders
Q1 2021622$10.4K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.