Mount Yale Investment Advisors’s FS KKR Capital FSK Stock Holding History

Mount Yale Investment 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	–	Sell	-303,022	Closed	-$3.24M	–	1224
2026 Q1	$3.24M	Buy	303,022 +4,781	+2%	+$59.8K	0.08%	264
2025 Q4	$4.42M	Buy	298,241 +237,903	+394%	+$3.61M	0.21%	108
2025 Q3	$1.02M	Buy	+60,338	New	+$1.14M	0.07%	282

Other funds holding FSK

OHA

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Mount Yale Investment Advisors's FSK Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of FS KKR Capital (FSK) in Q2 2026, closing a stake of 303,022 shares — an estimated $3.24M sold.

Mount Yale Investment Advisors first reported a position in FSK in Q3 2025 and held it in 3 quarters. The position peaked at $4.42M in Q4 2025. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Mount Yale Investment Advisors reported no remaining FS KKR Capital position as of Q2 2026 after selling out during the quarter.
Mount Yale Investment Advisors sold 303,022 FS KKR Capital shares in Q2 2026, an estimated $3.24M.
Mount Yale Investment Advisors first reported a position in FS KKR Capital in Q3 2025 and held it in 3 quarters.
Mount Yale Investment Advisors's FS KKR Capital position peaked at $4.42M in Q4 2025.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.