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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
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 $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 $445B AUM 25.58% 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 12.96% 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

Mount Yale Investment Advisors's FSK Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its FS KKR Capital (FSK) stake by 1.6% in Q1 2026, buying an estimated $59.8K and bringing the position to 303,022 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #264.

Mount Yale Investment Advisors first reported a position in FSK in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.42M in Q4 2025. 477 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • Mount Yale Investment Advisors held 303,022 shares of FS KKR Capital worth $3.24M as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,781 FS KKR Capital shares in Q1 2026, an estimated $59.8K.
  • FS KKR Capital made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #264 holding.
  • Mount Yale Investment Advisors first reported a position in FS KKR Capital in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's FS KKR Capital position peaked at $4.42M in Q4 2025.
  • 477 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.