Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$539K Buy
4,482
+20
+0.4% +$2.31K 0.12% 83
2025
Q4
$470K Sell
4,462
-974
-18% -$91.4K 0.1% 85
2025
Q3
$456K Sell
5,436
-825
-13% -$68K 0.11% 84
2025
Q2
$496K Buy
6,261
+573
+10% +$45.5K 0.13% 81
2025
Q1
$511K Buy
5,688
+220
+4% +$20.5K 0.14% 79
2024
Q4
$544K Sell
5,468
-47
-0.9% -$4.84K 0.14% 80
2024
Q3
$626K Buy
5,515
+138
+3% +$16.4K 0.16% 79
2024
Q2
$666K Hold
5,377
0.18% 79
2024
Q1
$709K Sell
5,377
-37
-0.7% -$4.56K 0.2% 77
2023
Q4
$590K Sell
5,414
-116
-2% -$12K 0.18% 80
2023
Q3
$569K Sell
5,530
-282
-5% -$30.4K 0.19% 79
2023
Q2
$671K Buy
5,812
+607
+12% +$68.9K 0.21% 72
2023
Q1
$554K Buy
5,205
+381
+8% +$41.1K 0.18% 75
2022
Q4
$535K Buy
4,824
+150
+3% +$15.3K 0.18% 79
2022
Q3
$403K Sell
4,674
-100
-2% -$8.93K 0.14% 90
2022
Q2
$435K Buy
4,774
+1,398
+41% +$124K 0.14% 92
2022
Q1
$277K Hold
3,376
0.08% 108
2021
Q4
$259K Buy
3,376
+137
+4% +$10.9K 0.07% 110
2021
Q3
$243K Sell
3,239
-436
-12% -$33.2K 0.08% 111
2021
Q2
$286K Sell
3,675
-493
-12% -$36.7K 0.09% 112
2021
Q1
$306K Buy
4,168
+700
+20% +$51.6K 0.1% 101
2020
Q4
$271K Sell
3,468
-204
-6% -$15.6K 0.09% 99
2020
Q3
$290K Buy
3,672
+89
+2% +$6.97K 0.11% 96
2020
Q2
$265K Sell
3,583
-383
-10% -$28.8K 0.1% 98
2020
Q1
$292 Buy
+3,966
New +$312K 0.13% 96
2015
Q4
Sell
-7,582
Closed -$357K 101
2015
Q3
$357K Sell
7,582
-923
-11% -$49K 0.15% 88
2015
Q2
$462K Buy
8,505
+933
+12% +$52.3K 0.19% 79
2015
Q1
$415K Sell
7,572
-838
-10% -$47.5K 0.17% 79
2014
Q4
$456K Hold
8,410
0.19% 77
2014
Q3
$475K Buy
8,410
+838
+11% +$47.1K 0.2% 75
2014
Q2
$418K Sell
7,572
-5,413
-42% -$295K 0.17% 77
2014
Q1
$703K Sell
12,985
-2,373
-15% -$123K 0.31% 63
2013
Q4
$734K Buy
15,358
+586
+4% +$26.8K 0.32% 61
2013
Q3
$671 Buy
14,772
+745
+5% +$34K 0.3% 65
2013
Q2
$622K Buy
+14,027
New +$626K 0.28% 66

Other funds holding MRK

Capital City Trust's MRK Position: Q1 2026 in Review

Capital City Trust increased its Merck (MRK) stake by 0.45% in Q1 2026, buying an estimated $2.31K and bringing the position to 4,482 shares worth $539K. The position accounts for 0.12% of the portfolio, ranked #83.

Capital City Trust first reported a position in MRK in Q2 2013 and has held it in 35 quarters since. The position peaked at $734K in Q4 2013. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Capital City Trust held 4,482 shares of Merck worth $539K as of Q1 2026.
  • Capital City Trust bought 20 Merck shares in Q1 2026, an estimated $2.31K.
  • Merck made up 0.12% of Capital City Trust's portfolio in Q1 2026, its #83 holding.
  • Capital City Trust first reported a position in Merck in Q2 2013 and has held it in 35 quarters since.
  • Capital City Trust's Merck position peaked at $734K in Q4 2013.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Capital City Trust's 13F filing for Q1 2026, filed 1 May 2026.