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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
2015
Q2 		– Sell
-5,030
Closed -$276K – 196
2015
Q1 		$276K Hold
5,030
– – 0.06% 131
2014
Q4 		$273K Buy
+5,030
New +$280K 0.06% 135

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
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. 3,778 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.
  • 3,778 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.