Copeland Capital Management’s Merck MRK Stock Holding History

Copeland Capital Management’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	–	Sell	-600	Closed	-$72.2K	–	282
2026 Q1	$72.2K	Hold	600	–	–	﹤0.01%	198
2025 Q4	$63.2K	Hold	600	–	–	﹤0.01%	198
2025 Q3	$50.4K	Hold	600	–	–	﹤0.01%	214
2025 Q2	$47.5K	Hold	600	–	–	﹤0.01%	205
2025 Q1	$53.9K	Hold	600	–	–	﹤0.01%	184
2024 Q4	$59.7K	Hold	600	–	–	﹤0.01%	179
2024 Q3	$68.1K	Buy	+600	New	+$71.3K	﹤0.01%	156
2024 Q2	–	Sell	-600	Closed	-$79.2K	–	207
2024 Q1	$79.2K	Hold	600	–	–	﹤0.01%	155
2023 Q4	$65.4K	Hold	600	–	–	﹤0.01%	145
2023 Q3	$61.8K	Hold	600	–	–	﹤0.01%	150
2023 Q2	$69.2K	Hold	600	–	–	﹤0.01%	151
2023 Q1	$64K	Hold	600	–	–	﹤0.01%	153
2022 Q4	$67K	Hold	600	–	–	﹤0.01%	156
2022 Q3	$52K	Hold	600	–	–	﹤0.01%	158
2022 Q2	$55K	Hold	600	–	–	﹤0.01%	158
2022 Q1	$49K	Hold	600	–	–	﹤0.01%	157
2021 Q4	$46K	Hold	600	–	–	﹤0.01%	158
2021 Q3	$45K	Hold	600	–	–	﹤0.01%	158
2021 Q2	$47K	Sell	600 -29	-5%	-$2.16K	﹤0.01%	156
2021 Q1	$46K	Sell	629 -26	-4%	-$1.92K	﹤0.01%	157
2020 Q4	$51K	Sell	655 -42	-6%	-$3.21K	﹤0.01%	152
2020 Q3	$55K	Hold	697	–	–	﹤0.01%	144
2020 Q2	$51K	Hold	697	–	–	﹤0.01%	143
2020 Q1	$51K	Sell	697 -79	-10%	-$6.21K	﹤0.01%	145
2019 Q4	$67K	Sell	776 -89	-10%	-$7.31K	﹤0.01%	153
2019 Q3	$69K	Hold	865	–	–	﹤0.01%	151
2019 Q2	$69K	Hold	865	–	–	﹤0.01%	153
2019 Q1	$69K	Buy	865 +27	+3%	+$2.02K	﹤0.01%	148
2018 Q4	$61K	Buy	+838	New	+$59.2K	﹤0.01%	148

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Copeland Capital Management's MRK Position: Q2 2026 in Review

Copeland Capital Management sold out of Merck (MRK) in Q2 2026, closing a stake of 600 shares — an estimated $72.2K sold.

Copeland Capital Management first reported a position in MRK in Q4 2018 and held it in 29 quarters. The position peaked at $79.2K in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Copeland Capital Management reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Copeland Capital Management sold 600 Merck shares in Q2 2026, an estimated $72.2K.
Copeland Capital Management first reported a position in Merck in Q4 2018 and held it in 29 quarters.
Copeland Capital Management's Merck position peaked at $79.2K in Q1 2024.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.