KCM
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Kennedy Capital Management’s Merck MRK Stock Holding History

Kennedy 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 		$9.6M Sell
74,733
-4,011
-5% -$469K 0.17% 203
2026
Q1 		$9.47M Sell
78,744
-3,395
-4% -$392K 0.2% 178
2025
Q4 		$8.65M Sell
82,139
-16,448
-17% -$1.54M 0.18% 189
2025
Q3 		$8.27M Sell
98,587
-18,865
-16% -$1.55M 0.18% 203
2025
Q2 		$9.3M Sell
117,452
-18,816
-14% -$1.5M 0.22% 153
2025
Q1 		$12.2M Sell
136,268
-9,044
-6% -$844K 0.29% 111
2024
Q4 		$14.5M Buy
145,312
+24,039
+20% +$2.48M 0.32% 69
2024
Q3 		$13.8M Buy
121,273
+6,481
+6% +$770K 0.3% 85
2024
Q2 		$14.2M Buy
114,792
+38,407
+50% +$4.95M 0.3% 88
2024
Q1 		$10.1M Buy
76,385
+53,748
+237% +$6.62M 0.21% 168
2023
Q4 		$2.47M Buy
22,637
+10,064
+80% +$1.04M 0.05% 449
2023
Q3 		$1.29M Buy
12,573
+1,795
+17% +$193K 0.03% 539
2023
Q2 		$1.24M Buy
+10,778
New +$1.22M 0.03% 534

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

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

Kennedy Capital Management reduced its Merck (MRK) stake by 5.1% in Q2 2026, selling an estimated $469K and leaving 74,733 shares worth $9.6M. The position accounts for 0.17% of the portfolio, ranked #203.

Kennedy Capital Management first reported a position in MRK in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.5M in Q4 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Kennedy Capital Management held 74,733 shares of Merck worth $9.6M as of Q2 2026.
  • Kennedy Capital Management sold 4,011 Merck shares in Q2 2026, an estimated $469K.
  • Merck made up 0.17% of Kennedy Capital Management's portfolio in Q2 2026, its #203 holding.
  • Kennedy Capital Management first reported a position in Merck in Q2 2023 and has held it in 13 quarters since.
  • Kennedy Capital Management's Merck position peaked at $14.5M in Q4 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.