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Medallion Wealth Advisors’s FS KKR Capital FSK Stock Holding History

Medallion Wealth Advisors’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 		$182K Hold
17,915
– – 0.06% 264
2025
Q4 		$265K Sell
17,915
-8,210
-31% -$124K 0.09% 207
2025
Q3 		$390K Buy
26,125
+976
+4% +$18.5K 0.14% 152
2025
Q2 		$526K Hold
25,149
– – 0.2% 114
2025
Q1 		$533K Hold
25,149
– – 0.24% 98
2024
Q4 		$539K Buy
+25,149
New +$528K 0.27% 90

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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 $432B AUM 29.4% 1-Year Est. Return

Medallion Wealth Advisors's FSK Position: Q1 2026 in Review

Medallion Wealth Advisors held its FS KKR Capital (FSK) position steady in Q1 2026 at 17,915 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #264.

Medallion Wealth Advisors first reported a position in FSK in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q4 2024. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Medallion Wealth Advisors held 17,915 shares of FS KKR Capital worth $182K as of Q1 2026.
  • Medallion Wealth Advisors left its FS KKR Capital share count unchanged in Q1 2026.
  • FS KKR Capital made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #264 holding.
  • Medallion Wealth Advisors first reported a position in FS KKR Capital in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's FS KKR Capital position peaked at $539K in Q4 2024.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.