Kimelman & Baird’s FS KKR Capital FSK Stock Holding History

Kimelman & Baird’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	-902	Closed	-$13.5K	–	277
2025 Q3	$13.5K	Hold	902	–	–	﹤0.01%	232
2025 Q2	$18.7K	Hold	902	–	–	﹤0.01%	238
2025 Q1	$18.9K	Hold	902	–	–	﹤0.01%	236
2024 Q4	$19.6K	Hold	902	–	–	﹤0.01%	237
2024 Q3	$17.8K	Hold	902	–	–	﹤0.01%	242
2024 Q2	$17.8K	Buy	+902	New	+$17.7K	﹤0.01%	244

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

GAM

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

CWA

Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Kimelman & Baird's FSK Position: Q4 2025 in Review

Kimelman & Baird sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 902 shares — an estimated $13.5K sold.

Kimelman & Baird first reported a position in FSK in Q2 2024 and held it in 6 quarters. The position peaked at $19.6K in Q4 2024. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

Kimelman & Baird reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
Kimelman & Baird sold 902 FS KKR Capital shares in Q4 2025, an estimated $13.5K.
Kimelman & Baird first reported a position in FS KKR Capital in Q2 2024 and held it in 6 quarters.
Kimelman & Baird's FS KKR Capital position peaked at $19.6K in Q4 2024.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.