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Cohen Investment Advisors’s Merck MRK Stock Holding History

Cohen Investment Advisors’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 		$672K Sell
5,231
-490
-9% -$57.4K 0.3% 53
2026
Q1 		$688K Sell
5,721
-10
-0.2% -$1.15K 0.33% 50
2025
Q4 		$603K Sell
5,731
-47
-0.8% -$4.41K 0.28% 50
2025
Q3 		$485K Buy
5,778
+826
+17% +$68K 0.24% 61
2025
Q2 		$392K Buy
4,952
+291
+6% +$23.1K 0.2% 68
2025
Q1 		$418K Buy
4,661
+63
+1% +$5.88K 0.24% 67
2024
Q4 		$457K Buy
4,598
+130
+3% +$13.4K 0.28% 60
2024
Q3 		$507K Sell
4,468
-832
-16% -$98.8K 0.31% 53
2024
Q2 		$546K Buy
5,300
+638
+14% +$82.2K 0.44% 47
2024
Q1 		$615K Sell
4,662
-223
-5% -$27.5K 0.4% 47
2023
Q4 		$533K Sell
4,885
-415
-8% -$43.1K 0.39% 48
2023
Q3 		$546K Sell
5,300
-472
-8% -$50.9K 0.44% 47
2023
Q2 		$666K Sell
5,772
-38
-0.7% -$4.32K 0.54% 44
2023
Q1 		$618K Buy
5,810
+63
+1% +$6.8K 0.49% 48
2022
Q4 		$638K Buy
5,747
+142
+3% +$14.5K 0.53% 44
2022
Q3 		$483K Sell
5,605
-347
-6% -$31K 0.44% 50
2022
Q2 		$543K Sell
5,952
-42
-0.7% -$3.72K 0.47% 49
2022
Q1 		$492K Buy
5,994
+59
+1% +$4.65K 0.37% 59
2021
Q4 		$455K Buy
5,935
+50
+0.8% +$3.98K 0.32% 58
2021
Q3 		$442K Buy
5,885
+44
+0.8% +$3.35K 0.34% 57
2021
Q2 		$454K Sell
5,841
-217
-4% -$16.1K 0.35% 55
2021
Q1 		$446K Sell
6,058
-47
-0.8% -$3.47K 0.36% 54
2020
Q4 		$476K Buy
+6,105
New +$467K 0.43% 46

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

Cohen Investment Advisors's MRK Position: Q2 2026 in Review

Cohen Investment Advisors reduced its Merck (MRK) stake by 8.6% in Q2 2026, selling an estimated $57.4K and leaving 5,231 shares worth $672K. The position accounts for 0.3% of the portfolio, ranked #53.

Cohen Investment Advisors first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $688K in Q1 2026. 3,837 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cohen Investment Advisors held 5,231 shares of Merck worth $672K as of Q2 2026.
  • Cohen Investment Advisors sold 490 Merck shares in Q2 2026, an estimated $57.4K.
  • Merck made up 0.3% of Cohen Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Cohen Investment Advisors first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Cohen Investment Advisors's Merck position peaked at $688K in Q1 2026.
  • 3,837 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.