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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
Q2 		$107K Sell
10,238
-7,677
-43% -$82.6K 0.03% 341
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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Medallion Wealth Advisors's FSK Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its FS KKR Capital (FSK) stake by 43% in Q2 2026, selling an estimated $82.6K and leaving 10,238 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #341.

Medallion Wealth Advisors first reported a position in FSK in Q4 2024 and has held it in 7 quarters since. The position peaked at $539K in Q4 2024. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Medallion Wealth Advisors held 10,238 shares of FS KKR Capital worth $107K as of Q2 2026.
  • Medallion Wealth Advisors sold 7,677 FS KKR Capital shares in Q2 2026, an estimated $82.6K.
  • FS KKR Capital made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #341 holding.
  • Medallion Wealth Advisors first reported a position in FS KKR Capital in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's FS KKR Capital position peaked at $539K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.