Creative Planning
FSK icon

Creative Planning’s FS KKR Capital FSK Stock Holding History

Creative Planning’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 		$1.31M Sell
124,877
-2,150
-2% -$23.1K ﹤0.01% 2428
2026
Q1 		$1.29M Buy
127,027
+17,682
+16% +$221K ﹤0.01% 2251
2025
Q4 		$1.62M Buy
109,345
+24,355
+29% +$369K ﹤0.01% 1890
2025
Q3 		$1.27M Sell
84,990
-10,190
-11% -$193K ﹤0.01% 1902
2025
Q2 		$1.97M Sell
95,180
-5,890
-6% -$120K ﹤0.01% 1322
2025
Q1 		$2.12M Buy
101,070
+5,529
+6% +$124K ﹤0.01% 1138
2024
Q4 		$2.08M Sell
95,541
-2,308
-2% -$48.4K ﹤0.01% 1112
2024
Q3 		$1.93M Buy
97,849
+1,041
+1% +$20.7K ﹤0.01% 1077
2024
Q2 		$1.91M Sell
96,808
-27,617
-22% -$543K ﹤0.01% 1010
2024
Q1 		$2.37M Sell
124,425
-5,990
-5% -$119K ﹤0.01% 902
2023
Q4 		$2.61M Buy
130,415
+5,777
+5% +$113K ﹤0.01% 800
2023
Q3 		$2.45M Buy
124,638
+2,783
+2% +$55.6K ﹤0.01% 773
2023
Q2 		$2.34M Buy
121,855
+10,098
+9% +$191K ﹤0.01% 747
2023
Q1 		$2.07M Buy
111,757
+15,633
+16% +$296K ﹤0.01% 762
2022
Q4 		$1.68M Sell
96,124
-32,537
-25% -$605K ﹤0.01% 816
2022
Q3 		$2.18M Buy
128,661
+23,216
+22% +$484K ﹤0.01% 675
2022
Q2 		$2.05M Buy
105,445
+5,130
+5% +$109K ﹤0.01% 709
2022
Q1 		$2.29M Buy
100,315
+3,826
+4% +$84.8K ﹤0.01% 668
2021
Q4 		$2.02M Sell
96,489
-19,342
-17% -$418K ﹤0.01% 686
2021
Q3 		$2.55M Sell
115,831
-2,101
-2% -$46.4K ﹤0.01% 610
2021
Q2 		$2.54M Buy
117,932
+102,071
+644% +$2.19M ﹤0.01% 593
2021
Q1 		$315K Sell
15,861
-144
-0.9% -$2.68K ﹤0.01% 1772
2020
Q4 		$265K Sell
16,005
-13,064
-45% -$217K ﹤0.01% 1694
2020
Q3 		$461K Buy
29,069
+11,298
+64% +$176K ﹤0.01% 1178
2020
Q2 		$249K Sell
17,771
-29
-0.2% -$408 ﹤0.01% 1414
2020
Q1 		$214K Sell
17,800
-4,919
-22% -$105K ﹤0.01% 1360
2019
Q4 		$557K Sell
22,719
-1,657
-7% -$39.6K ﹤0.01% 1051
2019
Q3 		$568K Sell
24,376
-2,396
-9% -$56.2K ﹤0.01% 999
2019
Q2 		$638K Buy
26,772
+2,592
+11% +$63.7K ﹤0.01% 952
2019
Q1 		$585K Sell
24,180
-1,300
-5% -$32.2K ﹤0.01% 954
2018
Q4 		$528K Buy
25,480
+14,620
+135% +$364K ﹤0.01% 943
2018
Q3 		$306K Sell
10,860
-545
-5% -$16.7K ﹤0.01% 1383
2018
Q2 		$335K Sell
11,405
-9,943
-47% -$303K ﹤0.01% 1306
2018
Q1 		$619K Buy
21,348
+5,395
+34% +$161K ﹤0.01% 980
2017
Q4 		$469K Sell
15,953
-3,029
-16% -$97.4K ﹤0.01% 1114
2017
Q3 		$642K Sell
18,982
-327
-2% -$11.2K ﹤0.01% 925
2017
Q2 		$707K Sell
19,309
-5,413
-22% -$203K ﹤0.01% 844
2017
Q1 		$969K Sell
24,722
-2,916
-11% -$119K 0.01% 688
2016
Q4 		$1.14M Buy
27,638
+10,903
+65% +$427K 0.01% 577
2016
Q3 		$634K Sell
16,735
-1,608
-9% -$61K ﹤0.01% 771
2016
Q2 		$664K Buy
18,343
+1,321
+8% +$47.8K ﹤0.01% 659
2016
Q1 		$624K Buy
17,022
+3,634
+27% +$123K ﹤0.01% 672
2015
Q4 		$481K Buy
13,388
+1,794
+15% +$69.1K ﹤0.01% 773
2015
Q3 		$432K Buy
11,594
+2,331
+25% +$93.8K ﹤0.01% 791
2015
Q2 		$365K Buy
9,263
+360
+4% +$14.9K ﹤0.01% 746
2015
Q1 		$361K Sell
8,903
-3,912
-31% -$152K ﹤0.01% 895
2014
Q4 		$509K Buy
12,815
+3,073
+32% +$127K 0.01% 684
2014
Q3 		$420K Buy
9,742
+3,362
+53% +$141K ﹤0.01% 728
2014
Q2 		$272K Buy
+6,380
New +$263K ﹤0.01% 882

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

Creative Planning's FSK Position: Q2 2026 in Review

Creative Planning reduced its FS KKR Capital (FSK) stake by 1.7% in Q2 2026, selling an estimated $23.1K and leaving 124,877 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Creative Planning first reported a position in FSK in Q2 2014 and has held it in 49 quarters since. The position peaked at $2.61M in Q4 2023. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Creative Planning held 124,877 shares of FS KKR Capital worth $1.31M as of Q2 2026.
  • Creative Planning sold 2,150 FS KKR Capital shares in Q2 2026, an estimated $23.1K.
  • FS KKR Capital made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2428 holding.
  • Creative Planning first reported a position in FS KKR Capital in Q2 2014 and has held it in 49 quarters since.
  • Creative Planning's FS KKR Capital position peaked at $2.61M in Q4 2023.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.