Walled Lake Planning & Wealth Management’s FS KKR Capital FSK Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-11,219	Closed	-$167K	–	138
2025 Q3	$167K	Hold	11,219	–	–	0.06%	138
2025 Q2	$233K	Hold	11,219	–	–	0.08%	118
2025 Q1	$235K	Hold	11,219	–	–	0.08%	115
2024 Q4	$244K	Hold	11,219	–	–	0.09%	114
2024 Q3	$221K	Hold	11,219	–	–	0.08%	119
2024 Q2	$221K	Hold	11,219	–	–	0.09%	106
2024 Q1	$214K	Hold	11,219	–	–	0.09%	102
2023 Q4	$224K	Buy	+11,219	New	+$220K	0.1%	92
2021 Q4	–	Sell	-1,286	Closed	-$28K	–	179
2021 Q3	$28K	Hold	1,286	–	–	0.02%	195
2021 Q2	$28K	Buy	1,286 +36	+3%	+$771	0.02%	185
2021 Q1	$25K	Hold	1,250	–	–	0.02%	180
2020 Q4	$21K	Hold	1,250	–	–	0.02%	173
2020 Q3	$20K	Hold	1,250	–	–	0.02%	170
2020 Q2	$18K	Hold	1,250	–	–	0.02%	162
2020 Q1	$15K	Hold	1,250	–	–	0.01%	154
2019 Q4	$31K	Buy	+1,250	New	+$29.9K	0.02%	136

Other funds holding FSK

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 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 London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

DCP

Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FSK Position: Q4 2025 in Review

Walled Lake Planning & Wealth Management sold out of FS KKR Capital (FSK) in Q4 2025, closing a stake of 11,219 shares — an estimated $167K sold.

Walled Lake Planning & Wealth Management first reported a position in FSK in Q4 2019 and held it in 16 quarters. The position peaked at $244K in Q4 2024. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2025.

Walled Lake Planning & Wealth Management reported no remaining FS KKR Capital position as of Q4 2025 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 11,219 FS KKR Capital shares in Q4 2025, an estimated $167K.
Walled Lake Planning & Wealth Management first reported a position in FS KKR Capital in Q4 2019 and held it in 16 quarters.
Walled Lake Planning & Wealth Management's FS KKR Capital position peaked at $244K in Q4 2024.
498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2025.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.