Pinnacle Wealth Planning Services’s FS KKR Capital FSK Stock Holding History

Pinnacle Wealth Planning Services’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	$2.47M	Buy	+234,924	New	+$2.53M	0.23%	57
2025 Q1	–	Sell	-62,500	Closed	-$1.36M	–	408
2024 Q4	$1.36M	Hold	62,500	–	–	0.2%	60
2024 Q3	$1.23M	Hold	62,500	–	–	0.17%	81
2024 Q2	$1.23M	Hold	62,500	–	–	0.18%	81
2024 Q1	$1.19M	Sell	62,500 -339,515	-84%	-$6.72M	0.17%	86
2023 Q4	$8.03M	Hold	402,015	–	–	1.26%	11
2023 Q3	$7.92M	Hold	402,015	–	–	1.3%	12
2023 Q2	$7.71M	Hold	402,015	–	–	1.25%	12
2023 Q1	$7.44M	Buy	402,015 +27,500	+7%	+$521K	1.24%	11
2022 Q4	$6.55M	Hold	374,515	–	–	1.16%	13
2022 Q3	$6.35M	Buy	374,515 +135,500	+57%	+$2.83M	1.17%	15
2022 Q2	$4.64M	Buy	239,015 +55,000	+30%	+$1.17M	0.83%	19
2022 Q1	$4.2M	Buy	184,015 +47,830	+35%	+$1.06M	0.77%	23
2021 Q4	$2.85M	Buy	136,185 +45,000	+49%	+$972K	0.56%	33
2021 Q3	$2.01M	Hold	91,185	–	–	0.44%	43
2021 Q2	$1.96M	Buy	+91,185	New	+$1.95M	0.46%	45

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

Pinnacle Wealth Planning Services's FSK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in FS KKR Capital (FSK) in Q2 2026: 234,924 shares worth $2.47M. The stake represents 0.23% of the portfolio and ranks #57 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in FSK as recently as Q4 2024.

Pinnacle Wealth Planning Services first reported a position in FSK in Q2 2021 and has held it in 16 quarters since. The position peaked at $8.03M in Q4 2023. 440 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

Pinnacle Wealth Planning Services held 234,924 shares of FS KKR Capital worth $2.47M as of Q2 2026.
FS KKR Capital was a new Pinnacle Wealth Planning Services position in Q2 2026.
FS KKR Capital made up 0.23% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #57 holding.
Pinnacle Wealth Planning Services first reported a position in FS KKR Capital in Q2 2021 and has held it in 16 quarters since.
Pinnacle Wealth Planning Services's FS KKR Capital position peaked at $8.03M in Q4 2023.
440 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.