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
Q2 		$3.08M Sell
23,994
-1,121
-4% -$131K 1.8% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFC Planning Company's MRK Position: Q2 2026 in Review

CFC Planning Company reduced its Merck (MRK) stake by 4.5% in Q2 2026, selling an estimated $131K and leaving 23,994 shares worth $3.08M. The position accounts for 1.8% of the portfolio, ranked #18.

CFC Planning Company first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • CFC Planning Company held 23,994 shares of Merck worth $3.08M as of Q2 2026.
  • CFC Planning Company sold 1,121 Merck shares in Q2 2026, an estimated $131K.
  • Merck made up 1.8% of CFC Planning Company's portfolio in Q2 2026, its #18 holding.
  • CFC Planning Company first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.