Private Portfolio Partners’s FS KKR Capital FSK Stock Holding History

Private Portfolio Partners’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
2024 Q4	$206K	Buy	+9,491	New	+$199K	0.04%	287
2020 Q2	–	Sell	-5,501	Closed	-$66K	–	201
2020 Q1	$66K	Buy	5,501 +1,401	+34%	+$30K	0.04%	185
2019 Q4	$101K	Sell	4,100 -1,214	-23%	-$29K	0.04%	203
2019 Q3	$124K	Sell	5,314 -2,991	-36%	-$70.1K	0.06%	198
2019 Q2	$198K	Sell	8,305 -1,678	-17%	-$41.3K	0.08%	220
2019 Q1	$242K	Buy	9,983 +37	+0.4%	+$917	0.13%	168
2018 Q4	$206K	Buy	+9,946	New	+$248K	0.13%	167

Other funds holding FSK

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CWA

Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Private Portfolio Partners's FSK Position: Q4 2024 in Review

Private Portfolio Partners opened a new position in FS KKR Capital (FSK) in Q4 2024: 9,491 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings. This is a return to the name: Private Portfolio Partners previously reported a position in FSK as recently as Q1 2020.

Private Portfolio Partners first reported a position in FSK in Q4 2018 and has held it in 7 quarters since. The position peaked at $242K in Q1 2019. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

Private Portfolio Partners held 9,491 shares of FS KKR Capital worth $206K as of Q4 2024.
FS KKR Capital was a new Private Portfolio Partners position in Q4 2024.
FS KKR Capital made up 0.04% of Private Portfolio Partners's portfolio in Q4 2024, its #287 holding.
Private Portfolio Partners first reported a position in FS KKR Capital in Q4 2018 and has held it in 7 quarters since.
Private Portfolio Partners's FS KKR Capital position peaked at $242K in Q1 2019.
539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.