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Global Wealth Management Investment Advisory’s FS KKR Capital FSK Stock Holding History

Global Wealth Management Investment Advisory’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
-77,498
Closed -$1.15M – 160
2025
Q4 		$1.15M Buy
77,498
+22,056
+40% +$334K 0.18% 92
2025
Q3 		$828K Buy
55,442
+3,632
+7% +$68.8K 0.14% 112
2025
Q2 		$1.08M Buy
51,810
+5,054
+11% +$103K 0.2% 98
2025
Q1 		$980K Sell
46,756
-8,298
-15% -$186K 0.2% 98
2024
Q4 		$1.2M Buy
55,054
+3,875
+8% +$81.3K 0.25% 89
2024
Q3 		$1.01M Buy
51,179
+16,017
+46% +$318K 0.22% 92
2024
Q2 		$694K Buy
35,162
+2,215
+7% +$43.5K 0.16% 101
2024
Q1 		$628K Buy
32,947
+1,027
+3% +$20.3K 0.15% 103
2023
Q4 		$637K Buy
31,920
+895
+3% +$17.6K 0.16% 102
2023
Q3 		$611K Buy
31,025
+2,283
+8% +$45.6K 0.17% 105
2023
Q2 		$551K Buy
28,742
+1,706
+6% +$32.3K 0.15% 109
2023
Q1 		$500K Buy
27,036
+1,724
+7% +$32.7K 0.15% 102
2022
Q4 		$443K Buy
25,312
+1,720
+7% +$32K 0.14% 105
2022
Q3 		$400K Buy
23,592
+2,199
+10% +$45.9K 0.14% 103
2022
Q2 		$415K Buy
21,393
+2,522
+13% +$53.5K 0.14% 103
2022
Q1 		$431K Buy
18,871
+2,446
+15% +$54.2K 0.13% 107
2021
Q4 		$344K Buy
16,425
+2,758
+20% +$59.6K 0.1% 116
2021
Q3 		$301K Buy
13,667
+2,608
+24% +$57.5K 0.1% 115
2021
Q2 		$238K Buy
11,059
+2,942
+36% +$63K 0.08% 120
2021
Q1 		$161K Buy
8,117
+720
+10% +$13.4K 0.06% 126
2020
Q4 		$122K Buy
7,397
+414
+6% +$6.88K 0.05% 132
2020
Q3 		$111K Sell
6,983
-14,545
-68% -$227K 0.05% 128
2020
Q2 		$301K Buy
21,528
+1,604
+8% +$22.6K 0.13% 101
2020
Q1 		$239K Buy
19,924
+436
+2% +$9.33K 0.12% 97
2019
Q4 		$478K Buy
19,488
+999
+5% +$23.9K 0.2% 83
2019
Q3 		$431K Hold
18,489
– – 0.2% 83
2019
Q2 		$441K Sell
18,489
-736
-4% -$18.1K 0.21% 82
2019
Q1 		$465K Sell
19,225
-2,918
-13% -$72.3K 0.24% 82
2018
Q4 		$459K Buy
+22,143
New +$551K 0.27% 85

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Global Wealth Management Investment Advisory's FSK Position: Q1 2026 in Review

Global Wealth Management Investment Advisory sold out of FS KKR Capital (FSK) in Q1 2026, closing a stake of 77,498 shares — an estimated $1.15M sold.

Global Wealth Management Investment Advisory first reported a position in FSK in Q4 2018 and held it in 29 quarters. The position peaked at $1.2M in Q4 2024. 479 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Global Wealth Management Investment Advisory reported no remaining FS KKR Capital position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 77,498 FS KKR Capital shares in Q1 2026, an estimated $1.15M.
  • Global Wealth Management Investment Advisory first reported a position in FS KKR Capital in Q4 2018 and held it in 29 quarters.
  • Global Wealth Management Investment Advisory's FS KKR Capital position peaked at $1.2M in Q4 2024.
  • 479 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.