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Coquina Private Wealth LLC’s Merck MRK Stock Holding History

Coquina Private Wealth LLC’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 		$305K Sell
2,375
-39
-2% -$4.57K 0.21% 70
2026
Q1 		$290K Sell
2,414
-32
-1% -$3.69K 0.23% 66
2025
Q4 		$258K Buy
+2,446
New +$230K 0.21% 74

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Coquina Private Wealth LLC's MRK Position: Q2 2026 in Review

Coquina Private Wealth LLC reduced its Merck (MRK) stake by 1.6% in Q2 2026, selling an estimated $4.57K and leaving 2,375 shares worth $305K. The position accounts for 0.21% of the portfolio, ranked #70.

Coquina Private Wealth LLC first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 2,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Coquina Private Wealth LLC held 2,375 shares of Merck worth $305K as of Q2 2026.
  • Coquina Private Wealth LLC sold 39 Merck shares in Q2 2026, an estimated $4.57K.
  • Merck made up 0.21% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #70 holding.
  • Coquina Private Wealth LLC first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 2,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.