Cascade Investment Group’s FS KKR Capital FSK Stock Holding History

Cascade Investment Group’s Portfolio FSK Stock Details FSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-39,333	Closed	-$583K	–	154
2025 Q4	$583K	Sell	39,333 -36,925	-48%	-$560K	0.39%	60
2025 Q3	$1.14M	Buy	76,258 +6,285	+9%	+$119K	0.75%	34
2025 Q2	$1.45M	Buy	69,973 +1,150	+2%	+$23.4K	1.01%	26
2025 Q1	$1.44M	Buy	68,823 +5,750	+9%	+$129K	1.11%	24
2024 Q4	$1.37M	Buy	63,073 +10,450	+20%	+$219K	0.98%	26
2024 Q3	$1.04M	Buy	+52,623	New	+$1.05M	0.76%	38

Other funds holding FSK

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cascade Investment Group's FSK Position: Q1 2026 in Review

Cascade Investment Group sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 39,333 shares — an estimated $583K sold.

Cascade Investment Group first reported a position in FSK in Q3 2024 and held it in 6 quarters. The position peaked at $1.45M in Q2 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Cascade Investment Group reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
Cascade Investment Group sold 39,333 FS KKR Capital shares in Q1 2026, an estimated $583K.
Cascade Investment Group first reported a position in FS KKR Capital in Q3 2024 and held it in 6 quarters.
Cascade Investment Group's FS KKR Capital position peaked at $1.45M in Q2 2025.
476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.