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 Q3	$2.81M	Buy	255,705 +20,781	+9%	+$238K	0.27%	54
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

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Pinnacle Wealth Planning Services's FSK Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its FS KKR Capital (FSK) stake by 8.8% in Q3 2026, buying an estimated $238K and bringing the position to 255,705 shares worth $2.81M. The position accounts for 0.27% of the portfolio, ranked #54.

Pinnacle Wealth Planning Services first reported a position in FSK in Q2 2021 and has held it in 17 quarters since. The position peaked at $8.03M in Q4 2023. 137 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

Pinnacle Wealth Planning Services held 255,705 shares of FS KKR Capital worth $2.81M as of Q3 2026.
Pinnacle Wealth Planning Services bought 20,781 FS KKR Capital shares in Q3 2026, an estimated $238K.
FS KKR Capital made up 0.27% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #54 holding.
Pinnacle Wealth Planning Services first reported a position in FS KKR Capital in Q2 2021 and has held it in 17 quarters since.
Pinnacle Wealth Planning Services's FS KKR Capital position peaked at $8.03M in Q4 2023.
137 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.