Madison Wealth Management’s FS KKR Capital FSK Stock Holding History

Madison Wealth 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
2023 Q3	$1.59M	Buy	80,900 +13,320	+20%	+$266K	0.33%	81
2023 Q2	$1.3M	Buy	67,580 +9,045	+15%	+$171K	0.26%	87
2023 Q1	$1.08M	Buy	58,535 +28,960	+98%	+$549K	0.23%	88
2022 Q4	$518K	Buy	+29,575	New	+$550K	0.12%	111

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

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

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

OHA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Madison Wealth Management's FSK Position: Q3 2023 in Review

Madison Wealth Management increased its FS KKR Capital (FSK) stake by 20% in Q3 2023, buying an estimated $266K and bringing the position to 80,900 shares worth $1.59M. The position accounts for 0.33% of the portfolio, ranked #81.

Madison Wealth Management first reported a position in FSK in Q4 2022 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold FSK as of Q3 2023.

Madison Wealth Management held 80,900 shares of FS KKR Capital worth $1.59M as of Q3 2023.
Madison Wealth Management bought 13,320 FS KKR Capital shares in Q3 2023, an estimated $266K.
FS KKR Capital made up 0.33% of Madison Wealth Management's portfolio in Q3 2023, its #81 holding.
Madison Wealth Management first reported a position in FS KKR Capital in Q4 2022 and has held it in 4 quarters since.
455 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.