Capital World Investors’s Merck MRK Stock Holding History

Capital World Investors’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,906,912	Closed	-$787M	–	574
2024 Q4	$787M	Sell	7,906,912 -7,327,778	-48%	-$755M	0.12%	165
2024 Q3	$1.73B	Sell	15,234,690 -37,033	-0.2%	-$4.4M	0.27%	96
2024 Q2	$1.89B	Buy	15,271,723 +1,317,706	+9%	+$170M	0.31%	86
2024 Q1	$1.84B	Buy	13,954,017 +5,627,923	+68%	+$694M	0.3%	86
2023 Q4	$908M	Sell	8,326,094 -3,302,748	-28%	-$343M	0.16%	141
2023 Q3	$1.2B	Sell	11,628,842 -1,492,724	-11%	-$161M	0.24%	103
2023 Q2	$1.51B	Sell	13,121,566 -1,212,628	-8%	-$138M	0.29%	91
2023 Q1	$1.53B	Buy	14,334,194 +2,399,262	+20%	+$259M	0.32%	81
2022 Q4	$1.32B	Sell	11,934,932 -873,208	-7%	-$89.3M	0.28%	93
2022 Q3	$1.1B	Buy	12,808,140 +295,034	+2%	+$26.3M	0.25%	104
2022 Q2	$1.14B	Buy	12,513,106 +604,458	+5%	+$53.6M	0.24%	104
2022 Q1	$977M	Sell	11,908,648 -166,267	-1%	-$13.1M	0.17%	141
2021 Q4	$925M	Buy	12,074,915 +2,675,538	+28%	+$213M	0.15%	149
2021 Q3	$706M	Buy	9,399,377 +3,368,622	+56%	+$256M	0.12%	180
2021 Q2	$469M	Sell	6,030,755 -7,204,595	-54%	-$536M	0.08%	219
2021 Q1	$974M	Sell	13,235,350 -8,171,520	-38%	-$603M	0.18%	134
2020 Q4	$1.67B	Sell	21,406,870 -5,801,281	-21%	-$444M	0.32%	78
2020 Q3	$2.15B	Sell	27,208,151 -7,865,424	-22%	-$616M	0.47%	53
2020 Q2	$2.59B	Sell	35,073,575 -4,972,676	-12%	-$374M	0.63%	39
2020 Q1	$2.94B	Sell	40,046,251 -24,707,255	-38%	-$1.94B	0.85%	29
2019 Q4	$5.62B	Sell	64,753,506 -19,568,042	-23%	-$1.61B	1.26%	15
2019 Q3	$6.77B	Sell	84,321,548 -3,939,637	-4%	-$316M	1.63%	11
2019 Q2	$7.06B	Sell	88,261,185 -5,602,866	-6%	-$429M	1.66%	9
2019 Q1	$7.45B	Sell	93,864,051 -2,332,703	-2%	-$174M	1.81%	7
2018 Q4	$7.01B	Buy	96,196,754 +4,701,979	+5%	+$332M	1.9%	7
2018 Q3	$6.19B	Sell	91,494,775 -18,542,786	-17%	-$1.18B	1.51%	10
2018 Q2	$6.37B	Buy	110,037,561 +16,022,220	+17%	+$904M	1.36%	13
2018 Q1	$4.89B	Buy	94,015,341 +64,787	+0.1%	+$3.5M	1.1%	20
2017 Q4	$5.04B	Buy	93,950,554 +1,062,144	+1%	+$58.9M	1.09%	20
2017 Q3	$5.68B	Sell	92,888,410 -6,818,937	-7%	-$413M	1.29%	21
2017 Q2	$6.1B	Sell	99,707,347 -12,067,446	-11%	-$735M	1.43%	17
2017 Q1	$6.78B	Sell	111,774,793 -36,341,642	-25%	-$2.2B	1.62%	14
2016 Q4	$8.32B	Buy	148,116,435 +10,588,218	+8%	+$620M	2.09%	7
2016 Q3	$8.19B	Sell	137,528,217 -2,757,391	-2%	-$161M	2.13%	6
2016 Q2	$7.71B	Buy	140,285,608 +163,582	+0.1%	+$8.71M	2.08%	6
2016 Q1	$7.07B	Buy	140,122,026 +3,621,825	+3%	+$177M	1.95%	6
2015 Q4	$6.88B	Sell	136,500,201 -10,350,048	-7%	-$522M	1.92%	9
2015 Q3	$6.92B	Sell	146,850,249 -13,097,205	-8%	-$696M	2.04%	6
2015 Q2	$8.69B	Sell	159,947,454 -12,346,618	-7%	-$692M	2.36%	4
2015 Q1	$9.45B	Sell	172,294,072 -6,668,738	-4%	-$378M	2.55%	3
2014 Q4	$9.7B	Sell	178,962,810 -4,339,768	-2%	-$242M	2.63%	3
2014 Q3	$10.4B	Sell	183,302,578 -20,168	-0%	-$1.13M	2.91%	2
2014 Q2	$10.1B	Buy	183,322,746 +1,489,104	+0.8%	+$81.2M	2.79%	3
2014 Q1	$9.85B	Buy	181,833,642 +4,768,064	+3%	+$247M	2.81%	4
2013 Q4	$8.46B	Buy	177,065,578 +12,263,172	+7%	+$561M	2.38%	5
2013 Q3	$7.49B	Sell	164,802,406 -5,120,983	-3%	-$234M	2.27%	5
2013 Q2	$7.53B	Buy	+169,923,389	New	+$7.59B	2.44%	3

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors's MRK Position: Q1 2025 in Review

Capital World Investors sold out of Merck (MRK) in Q1 2025, closing a stake of 7,906,912 shares — an estimated $787M sold.

Capital World Investors first reported a position in MRK in Q2 2013 and held it in 47 quarters. The position peaked at $10.4B in Q3 2014. 3,447 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Capital World Investors reported no remaining Merck position as of Q1 2025 after selling out during the quarter.
Capital World Investors sold 7,906,912 Merck shares in Q1 2025, an estimated $787M.
Capital World Investors first reported a position in Merck in Q2 2013 and held it in 47 quarters.
Capital World Investors's Merck position peaked at $10.4B in Q3 2014.
3,447 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Capital World Investors's 13F filing for Q1 2025, filed 12 May 2025.