CCLA Investment Management’s FS KKR Capital FSK Stock Holding History

CCLA Investment 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
2025 Q4	$25.5M	Buy	1,720,929 +17,294	+1%	+$262K	0.41%	49
2025 Q3	$25.4M	Buy	+1,703,635	New	+$32.2M	0.41%	47

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

CCLA Investment Management's FSK Position: Q4 2025 in Review

CCLA Investment Management increased its FS KKR Capital (FSK) stake by 1% in Q4 2025, buying an estimated $262K and bringing the position to 1,720,929 shares worth $25.5M. The position accounts for 0.41% of the portfolio, ranked #49.

CCLA Investment Management first reported a position in FSK in Q3 2025 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

CCLA Investment Management held 1,720,929 shares of FS KKR Capital worth $25.5M as of Q4 2025.
CCLA Investment Management bought 17,294 FS KKR Capital shares in Q4 2025, an estimated $262K.
FS KKR Capital made up 0.41% of CCLA Investment Management's portfolio in Q4 2025, its #49 holding.
CCLA Investment Management first reported a position in FS KKR Capital in Q3 2025 and has held it in 2 quarters since.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.