Gerber Kawasaki Wealth & Investment Management’s FS KKR Capital FSK Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q1	–	Sell	-24,515	Closed	-$363K	–	358
2025 Q4	$363K	Sell	24,515 -165,326	-87%	-$2.51M	0.01%	257
2025 Q3	$2.83M	Sell	189,841 -102,409	-35%	-$1.94M	0.1%	98
2025 Q2	$6.06M	Buy	292,250 +33,336	+13%	+$679K	0.23%	69
2025 Q1	$5.42M	Buy	258,914 +38,087	+17%	+$851K	0.24%	70
2024 Q4	$4.8M	Buy	220,827 +83,643	+61%	+$1.76M	0.21%	73
2024 Q3	$2.71M	Buy	137,184 +30,872	+29%	+$613K	0.12%	92
2024 Q2	$2.1M	Buy	106,312 +24,943	+31%	+$490K	0.11%	100
2024 Q1	$1.55M	Buy	81,369 +30,737	+61%	+$608K	0.08%	112
2023 Q4	$1.01M	Buy	50,632 +1,616	+3%	+$31.7K	0.06%	133
2023 Q3	$965K	Sell	49,016 -7,525	-13%	-$150K	0.07%	131
2023 Q2	$1.08M	Sell	56,541 -7,227	-11%	-$137K	0.07%	124
2023 Q1	$1.18M	Buy	63,768 +36,568	+134%	+$693K	0.09%	121
2022 Q4	$476K	Buy	+27,200	New	+$506K	0.04%	167
2021 Q4	–	Sell	-1,880	Closed	-$41K	–	575
2021 Q3	$41K	Buy	+1,880	New	+$41.5K	0.01%	347

Other funds holding FSK

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FSK Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 24,515 shares — an estimated $363K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FSK in Q3 2021 and held it in 14 quarters. The position peaked at $6.06M in Q2 2025. 478 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 24,515 FS KKR Capital shares in Q1 2026, an estimated $363K.
Gerber Kawasaki Wealth & Investment Management first reported a position in FS KKR Capital in Q3 2021 and held it in 14 quarters.
Gerber Kawasaki Wealth & Investment Management's FS KKR Capital position peaked at $6.06M in Q2 2025.
478 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.