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Kathmere Capital Management’s Merck MRK Stock Holding History

Kathmere Capital Management’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 		$3.98M Buy
30,944
+1,987
+7% +$233K 0.21% 92
2026
Q1 		$3.48M Buy
28,957
+3,024
+12% +$349K 0.21% 86
2025
Q4 		$2.73M Buy
25,933
+4,540
+21% +$426K 0.18% 92
2025
Q3 		$1.8M Buy
21,393
+1,591
+8% +$131K 0.13% 118
2025
Q2 		$1.57M Sell
19,802
-149
-0.7% -$11.8K 0.12% 114
2025
Q1 		$1.79M Sell
19,951
-523
-3% -$48.8K 0.15% 98
2024
Q4 		$2.04M Sell
20,474
-438
-2% -$45.2K 0.18% 85
2024
Q3 		$2.37M Buy
20,912
+305
+1% +$36.2K 0.22% 73
2024
Q2 		$2.55M Buy
20,607
+1,062
+5% +$137K 0.27% 62
2024
Q1 		$2.58M Hold
19,545
– – 0.29% 57
2023
Q4 		$2.13M Buy
19,545
+273
+1% +$28.3K 0.28% 56
2023
Q3 		$1.98M Buy
19,272
+1,810
+10% +$195K 0.29% 60
2023
Q2 		$2.01M Buy
17,462
+1,494
+9% +$170K 0.31% 52
2023
Q1 		$1.7M Sell
15,968
-854
-5% -$92.2K 0.28% 54
2022
Q4 		$1.87M Buy
16,822
+868
+5% +$88.7K 0.33% 51
2022
Q3 		$1.37M Buy
15,954
+2,372
+17% +$212K 0.27% 54
2022
Q2 		$1.24M Buy
13,582
+1,136
+9% +$101K 0.23% 48
2022
Q1 		$1.02M Buy
12,446
+2,932
+31% +$231K 0.17% 53
2021
Q4 		$729K Sell
9,514
-1,216
-11% -$96.9K 0.13% 61
2021
Q3 		$806K Sell
10,730
-293
-3% -$22.3K 0.15% 59
2021
Q2 		$857K Buy
11,023
+428
+4% +$31.8K 0.16% 55
2021
Q1 		$779K Buy
10,595
+6,208
+142% +$458K 0.15% 56
2020
Q4 		$342K Buy
4,387
+457
+12% +$35K 0.07% 83
2020
Q3 		$311K Buy
+3,930
New +$308K 0.08% 75

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kathmere Capital Management's MRK Position: Q2 2026 in Review

Kathmere Capital Management increased its Merck (MRK) stake by 6.9% in Q2 2026, buying an estimated $233K and bringing the position to 30,944 shares worth $3.98M. The position accounts for 0.21% of the portfolio, ranked #92.

Kathmere Capital Management first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kathmere Capital Management held 30,944 shares of Merck worth $3.98M as of Q2 2026.
  • Kathmere Capital Management bought 1,987 Merck shares in Q2 2026, an estimated $233K.
  • Merck made up 0.21% of Kathmere Capital Management's portfolio in Q2 2026, its #92 holding.
  • Kathmere Capital Management first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.