KDK Private Wealth Management’s Merck MRK Stock Holding History

KDK Private Wealth 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 Q1	–	Sell	-2,659	Closed	-$280K	–	69
2025 Q4	$280K	Buy	+2,659	New	+$250K	0.24%	57

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

KDK Private Wealth Management's MRK Position: Q1 2026 in Review

KDK Private Wealth Management sold out of Merck (MRK) in Q1 2026, closing a stake of 2,659 shares — an estimated $280K sold.

KDK Private Wealth Management first reported a position in MRK in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

KDK Private Wealth Management reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
KDK Private Wealth Management sold 2,659 Merck shares in Q1 2026, an estimated $280K.
KDK Private Wealth Management first reported a position in Merck in Q4 2025 and held it in 1 quarter.
KDK Private Wealth Management's Merck position peaked at $280K in Q4 2025.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.