CPC
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CFC Planning Company’s Merck MRK Stock Holding History

CFC Planning Company’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
2026
Q1 		$3.02M Sell
25,115
-1,328
-5% -$153K 2.16% 17
2025
Q4 		$2.78M Buy
26,443
+563
+2% +$52.8K 2.11% 19
2025
Q3 		$2.17M Buy
25,880
+1,539
+6% +$127K 1.78% 27
2025
Q2 		$1.93M Buy
+24,341
New +$1.93M 1.82% 26

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CFC Planning Company's MRK Position: Q1 2026 in Review

CFC Planning Company reduced its Merck (MRK) stake by 5% in Q1 2026, selling an estimated $153K and leaving 25,115 shares worth $3.02M. The position accounts for 2.16% of the portfolio, ranked #17.

CFC Planning Company first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CFC Planning Company held 25,115 shares of Merck worth $3.02M as of Q1 2026.
  • CFC Planning Company sold 1,328 Merck shares in Q1 2026, an estimated $153K.
  • Merck made up 2.16% of CFC Planning Company's portfolio in Q1 2026, its #17 holding.
  • CFC Planning Company first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.