CWM
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Cornerstone Wealth Management’s FS KKR Capital FSK Stock Holding History

Cornerstone 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 		– Sell
-13,308
Closed -$135K – 755
2026
Q1 		$135K Sell
13,308
-3,308
-20% -$41.4K 0.01% 690
2025
Q4 		$246K Sell
16,616
-3,410
-17% -$51.7K 0.01% 599
2025
Q3 		$299K Sell
20,026
-1,304
-6% -$24.7K 0.02% 533
2025
Q2 		$443K Sell
21,330
-1,000
-4% -$20.4K 0.03% 415
2025
Q1 		$468K Sell
22,330
-479
-2% -$10.7K 0.03% 379
2024
Q4 		$495K Sell
22,809
-2,683
-11% -$56.3K 0.03% 355
2024
Q3 		$503K Buy
25,492
+1,255
+5% +$24.9K 0.04% 350
2024
Q2 		$478K Buy
24,237
+3,069
+14% +$60.3K 0.04% 342
2024
Q1 		$404K Sell
21,168
-4,280
-17% -$84.7K 0.03% 366
2023
Q4 		$508K Sell
25,448
-6,989
-22% -$137K 0.04% 320
2023
Q3 		$639K Sell
32,437
-6,723
-17% -$134K 0.06% 253
2023
Q2 		$751K Sell
39,160
-990
-2% -$18.7K 0.07% 233
2023
Q1 		$743K Buy
+40,150
New +$761K 0.07% 222
2022
Q3 		$943K Buy
55,652
+726
+1% +$15.1K 0.11% 168
2022
Q2 		$1.07M Buy
54,926
+4,061
+8% +$86.1K 0.12% 155
2022
Q1 		$1.16M Sell
50,865
-1,183
-2% -$26.2K 0.11% 155
2021
Q4 		$1.09M Sell
52,048
-2,692
-5% -$58.2K 0.1% 178
2021
Q3 		$1.21M Buy
54,740
+4,789
+10% +$106K 0.13% 159
2021
Q2 		$1.07M Buy
49,951
+32,514
+186% +$696K 0.11% 178
2021
Q1 		$346K Buy
17,437
+3,727
+27% +$69.4K 0.04% 330
2020
Q4 		$227K Buy
13,710
+165
+1% +$2.74K 0.03% 376
2020
Q3 		$215K Buy
13,545
+798
+6% +$12.5K 0.03% 358
2020
Q2 		$178K Buy
+12,747
New +$180K 0.03% 356
2019
Q3 		– Sell
-5,647
Closed -$134K – 354
2019
Q2 		$134K Sell
5,647
-1,448
-20% -$35.6K 0.02% 349
2019
Q1 		$308K Sell
7,095
-1,207
-15% -$29.9K 0.04% 381
2018
Q4 		$172K Buy
+8,302
New +$207K 0.04% 321
2018
Q1 		$170K Buy
5,864
+2,037
+53% +$60.6K 0.03% 368
2017
Q4 		$119K Sell
3,827
-6,601
-63% -$212K 0.02% 397
2017
Q3 		$362K Sell
10,428
-256
-2% -$8.8K 0.08% 259
2017
Q2 		$386K Sell
10,684
-950
-8% -$35.7K 0.09% 228
2017
Q1 		$452K Buy
+11,634
New +$476K 0.11% 184

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

Cornerstone Wealth Management's FSK Position: Q2 2026 in Review

Cornerstone Wealth Management sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 13,308 shares — an estimated $135K sold.

Cornerstone Wealth Management first reported a position in FSK in Q1 2017 and held it in 31 quarters. The position peaked at $1.21M in Q3 2021. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Cornerstone Wealth Management reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 13,308 FS KKR Capital shares in Q2 2026, an estimated $135K.
  • Cornerstone Wealth Management first reported a position in FS KKR Capital in Q1 2017 and held it in 31 quarters.
  • Cornerstone Wealth Management's FS KKR Capital position peaked at $1.21M in Q3 2021.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.