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Mountain Capital Investment Advisors’s FS KKR Capital FSK Stock Holding History

Mountain Capital 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 		$132K Hold
12,576
– – 0.02% 90
2026
Q1 		$132K Buy
12,576
+365
+3% +$4.57K 0.02% 83
2025
Q4 		$177K Sell
12,211
-6,680
-35% -$101K 0.03% 88
2025
Q3 		$280K Buy
18,891
+226
+1% +$4.28K 0.05% 64
2025
Q2 		$393K Hold
18,665
– – 0.08% 37
2025
Q1 		$374K Buy
18,665
+218
+1% +$4.87K 0.08% 34
2024
Q4 		$411K Buy
18,447
+231
+1% +$4.85K 0.09% 33
2024
Q3 		$383K Buy
18,216
+220
+1% +$4.37K 0.08% 36
2024
Q2 		$366K Buy
17,996
+212
+1% +$4.17K 0.09% 29
2024
Q1 		$343K Buy
17,784
+215
+1% +$4.25K 0.1% 26
2023
Q4 		$366K Buy
17,569
+191
+1% +$3.75K 0.12% 46
2023
Q3 		$344K Buy
17,378
+220
+1% +$4.4K 0.13% 44
2023
Q2 		$343K Buy
17,158
+194
+1% +$3.67K 0.13% 57
2023
Q1 		$317K Buy
16,964
+194
+1% +$3.68K 0.14% 56
2022
Q4 		$304K Sell
16,770
-1,304
-7% -$24.2K 0.14% 65
2022
Q3 		$325K Sell
18,074
-5,029
-22% -$105K 0.17% 81
2022
Q2 		$475K Buy
23,103
+336
+1% +$7.12K 0.24% 66
2022
Q1 		$520K Buy
22,767
+269
+1% +$5.96K 0.25% 77
2021
Q4 		$505K Buy
22,498
+9,692
+76% +$209K 0.23% 104
2021
Q3 		$292K Sell
12,806
-753
-6% -$16.6K 0.15% 113
2021
Q2 		$285K Buy
+13,559
New +$290K 0.13% 115

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

Mountain Capital Investment Advisors's FSK Position: Q2 2026 in Review

Mountain Capital Investment Advisors held its FS KKR Capital (FSK) position steady in Q2 2026 at 12,576 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #90.

Mountain Capital Investment Advisors first reported a position in FSK in Q2 2021 and has held it in 21 quarters since. The position peaked at $520K in Q1 2022. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Mountain Capital Investment Advisors held 12,576 shares of FS KKR Capital worth $132K as of Q2 2026.
  • Mountain Capital Investment Advisors left its FS KKR Capital share count unchanged in Q2 2026.
  • FS KKR Capital made up 0.02% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Mountain Capital Investment Advisors first reported a position in FS KKR Capital in Q2 2021 and has held it in 21 quarters since.
  • Mountain Capital Investment Advisors's FS KKR Capital position peaked at $520K in Q1 2022.
  • 440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.