RI
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Ridgewood Investments’s FS KKR Capital FSK Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-250
Closed -$5.19K – 379
2025
Q2 		$5.19K Hold
250
– – ﹤0.01% 593
2025
Q1 		$5.24K Hold
250
– – ﹤0.01% 557
2024
Q4 		$5.43K Hold
250
– – ﹤0.01% 575
2024
Q3 		$4.93K Sell
250
-1,602
-87% -$31.8K ﹤0.01% 590
2024
Q2 		$36.5K Buy
+1,852
New +$36.4K 0.02% 364
2023
Q3 		– Sell
-2,052
Closed -$39.4K – 398
2023
Q2 		$39.4K Buy
2,052
+200
+11% +$3.78K 0.02% 361
2023
Q1 		$34.3K Buy
+1,852
New +$35.1K 0.02% 397
2020
Q2 		– Sell
-3,638
Closed -$44K – 174
2020
Q1 		$44K Sell
3,638
-326
-8% -$6.98K 0.04% 150
2019
Q4 		$97K Buy
3,964
+2
+0.1% +$48 0.07% 187
2019
Q3 		$92K Buy
3,962
+2
+0.1% +$47 0.07% 178
2019
Q2 		$94K Sell
3,960
-60
-1% -$1.48K 0.07% 178
2019
Q1 		$97K Buy
4,020
+354
+10% +$8.78K 0.08% 177
2018
Q4 		$103K Hold
3,666
– – 0.08% 163
2018
Q3 		$103K Buy
3,666
+88
+2% +$2.69K 0.08% 164
2018
Q2 		$105K Buy
3,578
+81
+2% +$2.47K 0.09% 150
2018
Q1 		$101K Sell
3,497
-153
-4% -$4.55K 0.09% 143
2017
Q4 		$107K Buy
3,650
+73
+2% +$2.35K 0.1% 138
2017
Q3 		$121K Buy
3,577
+47
+1% +$1.62K 0.12% 136
2017
Q2 		$129K Sell
3,530
-339
-9% -$12.7K 0.13% 134
2017
Q1 		$152K Buy
3,869
+314
+9% +$12.8K 0.16% 129
2016
Q4 		$146K Buy
+3,555
New +$139K 0.17% 112

Other funds holding FSK

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $234M AUM 5.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM

Ridgewood Investments's FSK Position: Q3 2025 in Review

Ridgewood Investments sold out of FS KKR Capital (FSK) in Q3 2025, closing a stake of 250 shares — an estimated $5.19K sold.

Ridgewood Investments first reported a position in FSK in Q4 2016 and held it in 21 quarters. The position peaked at $152K in Q1 2017. 502 funds tracked by Wall St. Rank hold FSK as of Q3 2025.

  • Ridgewood Investments reported no remaining FS KKR Capital position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 250 FS KKR Capital shares in Q3 2025, an estimated $5.19K.
  • Ridgewood Investments first reported a position in FS KKR Capital in Q4 2016 and held it in 21 quarters.
  • Ridgewood Investments's FS KKR Capital position peaked at $152K in Q1 2017.
  • 502 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.