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GoalVest Advisory’s FS KKR Capital FSK Stock Holding History

GoalVest 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
2025
Q4 		– Sell
-78,182
Closed -$1.17M – 526
2025
Q3 		$1.17M Buy
78,182
+7,534
+11% +$143K 0.25% 72
2025
Q2 		$1.47M Buy
70,648
+1,891
+3% +$38.5K 0.36% 51
2025
Q1 		$1.44M Buy
68,757
+11,055
+19% +$247K 0.4% 54
2024
Q4 		$1.25M Buy
57,702
+2,750
+5% +$57.7K 0.34% 53
2024
Q3 		$1.08M Buy
54,952
+191
+0.3% +$3.79K 0.31% 61
2024
Q2 		$1.08M Sell
54,761
-700
-1% -$13.8K 0.35% 54
2024
Q1 		$1.06M Buy
55,461
+5,292
+11% +$105K 0.35% 54
2023
Q4 		$1M Buy
50,169
+4,114
+9% +$80.8K 0.44% 38
2023
Q3 		$907K Buy
+46,055
New +$921K 0.45% 40

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $1.07B AUM 152.29% 1-Year Est. Return

GoalVest Advisory's FSK Position: Q4 2025 in Review

GoalVest Advisory sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 78,182 shares — an estimated $1.17M sold.

GoalVest Advisory first reported a position in FSK in Q3 2023 and held it in 9 quarters. The position peaked at $1.47M in Q2 2025. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

  • GoalVest Advisory reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 78,182 FS KKR Capital shares in Q4 2025, an estimated $1.17M.
  • GoalVest Advisory first reported a position in FS KKR Capital in Q3 2023 and held it in 9 quarters.
  • GoalVest Advisory's FS KKR Capital position peaked at $1.47M in Q2 2025.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.