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J.W. Coons Advisors’s Merck MRK Stock Holding History

J.W. Coons 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
2025
Q2 		$4.45M Sell
56,220
-1,170
-2% -$93K 1.01% 22
2025
Q1 		$5.15M Buy
57,390
+85
+0.1% +$7.94K 1.36% 13
2024
Q4 		$5.7M Buy
57,305
+144
+0.3% +$14.8K 1.46% 10
2024
Q3 		$6.49M Buy
57,161
+41
+0.1% +$4.87K 1.62% 7
2024
Q2 		$7.07M Buy
57,120
+805
+1% +$104K 1.71% 6
2024
Q1 		$7.43M Sell
56,315
-482
-0.8% -$59.4K 1.68% 6
2023
Q4 		$6.19M Sell
56,797
-288
-0.5% -$29.9K 1.68% 6
2023
Q3 		$5.88M Sell
57,085
-2,160
-4% -$233K 1.7% 6
2023
Q2 		$6.84M Sell
59,245
-270
-0.5% -$30.7K 1.87% 5
2023
Q1 		$6.33M Sell
59,515
-1,360
-2% -$147K 1.82% 6
2022
Q4 		$6.75M Buy
60,875
+15,702
+35% +$1.61M 2.02% 5
2022
Q3 		$3.89M Buy
45,173
+2,100
+5% +$187K 1.47% 9
2022
Q2 		$3.92M Sell
43,073
-261
-0.6% -$23.1K 1.39% 10
2022
Q1 		$3.56M Buy
43,334
+2,624
+6% +$207K 1.06% 21
2021
Q4 		$3.12M Hold
40,710
– – 0.94% 26
2021
Q3 		$3.06M Buy
40,710
+1,120
+3% +$85.2K 1.05% 21
2021
Q2 		$3.08M Sell
39,590
-2,703
-6% -$201K 1.09% 20
2021
Q1 		$3.11M Hold
42,293
– – 1.11% 22
2020
Q4 		$3.3M Sell
42,293
-272
-0.6% -$20.8K 1.26% 18
2020
Q3 		$3.37M Sell
42,565
-253
-0.6% -$19.8K 1.4% 12
2020
Q2 		$3.16M Buy
42,818
+2,096
+5% +$158K 1.4% 14
2020
Q1 		$2.99M Buy
+40,722
New +$3.2M 1.57% 10

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J.W. Coons Advisors's MRK Position: Q2 2025 in Review

J.W. Coons Advisors reduced its Merck (MRK) stake by 2% in Q2 2025, selling an estimated $93K and leaving 56,220 shares worth $4.45M. The position accounts for 1.01% of the portfolio, ranked #22.

J.W. Coons Advisors first reported a position in MRK in Q1 2020 and has held it in 22 quarters since. The position peaked at $7.43M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

  • J.W. Coons Advisors held 56,220 shares of Merck worth $4.45M as of Q2 2025.
  • J.W. Coons Advisors sold 1,170 Merck shares in Q2 2025, an estimated $93K.
  • Merck made up 1.01% of J.W. Coons Advisors's portfolio in Q2 2025, its #22 holding.
  • J.W. Coons Advisors first reported a position in Merck in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Merck position peaked at $7.43M in Q1 2024.
  • 3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.