KPF
MRK icon

K2 Principal Fund’s Merck MRK Stock Holding History

K2 Principal Fund’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
-5,684
Closed -$684K – 550
2026
Q1 		$684K Hold
5,684
– – 0.05% 302
2025
Q4 		$598K Hold
5,684
– – 0.05% 255
2025
Q3 		$477K Hold
5,684
– – 0.04% 222
2025
Q2 		$450K Sell
5,684
-6,100
-52% -$485K 0.06% 183
2025
Q1 		$1.06M Sell
11,784
-1,248
-10% -$117K 0.13% 145
2024
Q4 		$1.3M Buy
+13,032
New +$1.34M 0.14% 143
2017
Q1 		– Sell
-12,576
Closed -$706K – 341
2016
Q4 		$706K Buy
+12,576
New +$736K 0.07% 186

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 $3.38T AUM 44.17% 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

K2 Principal Fund's MRK Position: Q2 2026 in Review

K2 Principal Fund sold out of Merck (MRK) in Q2 2026, closing a stake of 5,684 shares — an estimated $684K sold.

K2 Principal Fund first reported a position in MRK in Q4 2016 and held it in 7 quarters. The position peaked at $1.3M in Q4 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • K2 Principal Fund reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • K2 Principal Fund sold 5,684 Merck shares in Q2 2026, an estimated $684K.
  • K2 Principal Fund first reported a position in Merck in Q4 2016 and held it in 7 quarters.
  • K2 Principal Fund's Merck position peaked at $1.3M in Q4 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on K2 Principal Fund's 13F filing for Q2 2026, filed 7 Aug 2026.