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
2021 Q4	–	Sell	-110,000	Closed	-$8.26M	–	403
2021 Q3	$8.26M	Buy	+110,000	New	+$8.37M	0.67%	39

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

K2 Principal Fund's MRK Position: Q1 2026 in Review

K2 Principal Fund held its Merck (MRK) position steady in Q1 2026 at 5,684 shares worth $684K. The position accounts for 0.05% of the portfolio, ranked #302.

K2 Principal Fund first reported a position in MRK in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

K2 Principal Fund held 5,684 shares of Merck worth $684K as of Q1 2026.
K2 Principal Fund left its Merck share count unchanged in Q1 2026.
Merck made up 0.05% of K2 Principal Fund's portfolio in Q1 2026, its #302 holding.
K2 Principal Fund first reported a position in Merck in Q4 2016 and has held it in 7 quarters since.
K2 Principal Fund's Merck position peaked at $1.3M in Q4 2024.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on K2 Principal Fund's 13F filing for Q1 2026, filed 14 May 2026.