KFGK
MRK icon

Keystone Financial Group (Kentucky)’s Merck MRK Stock Holding History

Keystone Financial Group (Kentucky)’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 		$2.56M Sell
19,960
-3,262
-14% -$382K 0.15% 121
2026
Q1 		$2.74M Buy
23,222
+469
+2% +$54.1K 0.19% 95
2025
Q4 		$2.4M Sell
22,753
-1,899
-8% -$178K 0.18% 93
2025
Q3 		$2.12M Sell
24,652
-2,449
-9% -$202K 0.16% 98
2025
Q2 		$2.15M Buy
27,101
+395
+1% +$31.4K 0.19% 91
2025
Q1 		$2.37M Sell
26,706
-536
-2% -$50K 0.24% 83
2024
Q4 		$2.7M Buy
27,242
+234
+0.9% +$24.1K 0.27% 74
2024
Q3 		$3.07M Buy
27,008
+514
+2% +$61.1K 0.39% 51
2024
Q2 		$3.28M Buy
26,494
+2
+0% +$258 1.17% 18
2024
Q1 		$3.5M Buy
26,492
+696
+3% +$85.8K 0.51% 41
2023
Q4 		$2.81M Sell
25,796
-987
-4% -$102K 0.49% 46
2023
Q3 		$2.76M Sell
26,783
-61
-0.2% -$6.58K 0.46% 48
2023
Q2 		$3.1M Buy
+26,844
New +$3.05M 0.53% 39
2022
Q4 		$2.93M Buy
26,443
+1,030
+4% +$105K 0.58% 33
2022
Q3 		$2.19M Buy
25,413
+633
+3% +$56.5K 0.44% 49
2022
Q2 		$2.26M Sell
24,780
-128
-0.5% -$11.3K 0.45% 45
2022
Q1 		$2.04M Buy
24,908
+74
+0.3% +$5.83K 0.35% 68
2021
Q4 		$1.9M Buy
24,834
+67
+0.3% +$5.34K 0.31% 72
2021
Q3 		$1.86M Buy
24,767
+141
+0.6% +$10.7K 0.34% 69
2021
Q2 		$1.92M Buy
24,626
+1,174
+5% +$87.3K 0.35% 67
2021
Q1 		$1.73M Sell
23,452
-1,208
-5% -$89.1K 0.34% 71
2020
Q4 		$1.93M Buy
24,660
+449
+2% +$34.3K 0.4% 56
2020
Q3 		$1.92M Sell
24,211
-252
-1% -$19.7K 0.47% 52
2020
Q2 		$1.8M Sell
24,463
-78
-0.3% -$5.87K 0.49% 52
2020
Q1 		$1.8M Buy
24,541
+2,844
+13% +$224K 0.6% 42
2019
Q4 		$1.88M Buy
21,697
+8
+0% +$657 0.51% 51
2019
Q3 		$1.74M Buy
21,689
+139
+0.6% +$11.1K 0.54% 45
2019
Q2 		$1.72M Buy
21,550
+74
+0.3% +$5.67K 0.56% 47
2019
Q1 		$1.7M Buy
21,476
+6,040
+39% +$452K 0.61% 45
2018
Q4 		$1.13M Buy
15,436
+1,049
+7% +$74.1K 0.51% 59
2018
Q3 		$982K Buy
+14,387
New +$917K 0.4% 73

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 $3.37T AUM 44.26% 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

Keystone Financial Group (Kentucky)'s MRK Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Merck (MRK) stake by 14% in Q2 2026, selling an estimated $382K and leaving 19,960 shares worth $2.56M. The position accounts for 0.15% of the portfolio, ranked #121.

Keystone Financial Group (Kentucky) first reported a position in MRK in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.5M in Q1 2024. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 19,960 shares of Merck worth $2.56M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 3,262 Merck shares in Q2 2026, an estimated $382K.
  • Merck made up 0.15% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #121 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Merck in Q3 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s Merck position peaked at $3.5M in Q1 2024.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.