Frederick Financial Consultants’s FS KKR Capital FSK Stock Holding History

Frederick Financial Consultants’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 Q3	–	Sell	-14,531	Closed	-$153K	–	129
2026 Q2	$153K	Sell	14,531 -2,718	-16%	-$29.2K	0.06%	120
2026 Q1	$176K	Hold	17,249	–	–	0.09%	108
2025 Q4	$255K	Sell	17,249 -665	-4%	-$10.1K	0.14%	89
2025 Q3	$267K	Buy	17,914 +45	+0.3%	+$852	0.15%	87
2025 Q2	$371K	Sell	17,869 -363	-2%	-$7.4K	0.23%	60
2025 Q1	$382K	Buy	18,232 +2,468	+16%	+$55.2K	0.28%	57
2024 Q4	$342K	Buy	+15,764	New	+$331K	0.27%	54

Other funds holding FSK

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Frederick Financial Consultants's FSK Position: Q3 2026 in Review

Frederick Financial Consultants sold out of FS KKR Capital (FSK) in Q3 2026, closing a stake of 14,531 shares — an estimated $153K sold.

Frederick Financial Consultants first reported a position in FSK in Q4 2024 and held it in 7 quarters. The position peaked at $382K in Q1 2025. 135 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

Frederick Financial Consultants reported no remaining FS KKR Capital position as of Q3 2026 after selling out during the quarter.
Frederick Financial Consultants sold 14,531 FS KKR Capital shares in Q3 2026, an estimated $153K.
Frederick Financial Consultants first reported a position in FS KKR Capital in Q4 2024 and held it in 7 quarters.
Frederick Financial Consultants's FS KKR Capital position peaked at $382K in Q1 2025.
135 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.