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Chung Wu Investment Group’s FS KKR Capital FSK Stock Holding History

Chung Wu 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 		$35.6K Hold
3,500
– – 0.03% 147
2025
Q4 		$51.8K Hold
3,500
– – 0.04% 136
2025
Q3 		$52.3K Hold
3,500
– – 0.04% 137
2025
Q2 		$72.6K Buy
+3,500
New +$71.3K 0.08% 114

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Chung Wu Investment Group's FSK Position: Q1 2026 in Review

Chung Wu Investment Group held its FS KKR Capital (FSK) position steady in Q1 2026 at 3,500 shares worth $35.6K. The position accounts for 0.03% of the portfolio, ranked #147.

Chung Wu Investment Group first reported a position in FSK in Q2 2025 and has held it in 4 quarters since. The position peaked at $72.6K in Q2 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Chung Wu Investment Group held 3,500 shares of FS KKR Capital worth $35.6K as of Q1 2026.
  • Chung Wu Investment Group left its FS KKR Capital share count unchanged in Q1 2026.
  • FS KKR Capital made up 0.03% of Chung Wu Investment Group's portfolio in Q1 2026, its #147 holding.
  • Chung Wu Investment Group first reported a position in FS KKR Capital in Q2 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's FS KKR Capital position peaked at $72.6K in Q2 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.