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Cassaday & Co Wealth Management’s FS KKR Capital FSK Stock Holding History

Cassaday & Co Wealth Management’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
Q2 		$7.8K Hold
743
– – ﹤0.01% 903
2026
Q1 		$7.56K Buy
+743
New +$9.3K ﹤0.01% 917
2024
Q2 		– Sell
-11,827
Closed -$226K – 299
2024
Q1 		$226K Buy
+11,827
New +$234K 0.01% 266

Other funds holding FSK

OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cassaday & Co Wealth Management's FSK Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its FS KKR Capital (FSK) position steady in Q2 2026 at 743 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Cassaday & Co Wealth Management first reported a position in FSK in Q1 2024 and has held it in 3 quarters since. The position peaked at $226K in Q1 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Cassaday & Co Wealth Management held 743 shares of FS KKR Capital worth $7.8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #903 holding.
  • Cassaday & Co Wealth Management first reported a position in FS KKR Capital in Q1 2024 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's FS KKR Capital position peaked at $226K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.