DI
FSK icon

Disciplined Investments’s FS KKR Capital FSK Stock Holding History

Disciplined Investments’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 		– Sell
-21,000
Closed -$314K – 134
2025
Q3 		$314K Buy
21,000
+1,500
+8% +$28.4K 0.12% 102
2025
Q2 		$405K Hold
19,500
– – 0.17% 92
2025
Q1 		$409K Hold
19,500
– – 0.19% 90
2024
Q4 		$424K Buy
19,500
+4,500
+30% +$94.4K 0.21% 89
2024
Q3 		$296K Hold
15,000
– – 0.15% 102
2024
Q2 		$296K Buy
15,000
+2,500
+20% +$49.1K 0.16% 105
2024
Q1 		$238K Buy
+12,500
New +$247K 0.13% 110
2023
Q1 		– Sell
-6
Closed -$105 – 1691
2022
Q4 		$105 Sell
6
-1,495
-100% -$27.8K ﹤0.01% 1528
2022
Q3 		$25K Hold
1,501
– – 0.01% 288
2022
Q2 		$29K Hold
1,501
– – 0.01% 274
2022
Q1 		$34K Sell
1,501
-1,375
-48% -$30.5K 0.01% 271
2021
Q4 		$60K Hold
2,876
– – 0.03% 193
2021
Q3 		$63K Hold
2,876
– – 0.03% 181
2021
Q2 		$62K Buy
+2,876
New +$61.6K 0.03% 182
2020
Q4 		– Sell
-85
Closed -$1K – 344
2020
Q3 		$1K Buy
+85
New +$1.33K ﹤0.01% 373

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DCP
Diameter Capital Partners New York $522M AUM 152.29% 1-Year Est. Return