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KG&L Capital Management’s Merck MRK Stock Holding History

KG&L 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
Q1 		$205K Sell
1,724
-2,796
-62% -$323K 0.15% 119
2025
Q4 		$477K Sell
4,520
-6,229
-58% -$585K 0.12% 145
2025
Q3 		$907K Sell
10,749
-492
-4% -$40.5K 0.24% 91
2025
Q2 		$896K Buy
11,241
+1,322
+13% +$105K 0.26% 76
2025
Q1 		$894K Sell
9,919
-634
-6% -$59.2K 0.29% 78
2024
Q4 		$1.05M Sell
10,553
-2,390
-18% -$246K 0.34% 63
2024
Q3 		$1.47M Buy
12,943
+6,298
+95% +$748K 0.47% 50
2024
Q2 		$820K Buy
6,645
+54
+0.8% +$6.96K 0.28% 76
2024
Q1 		$865K Buy
6,591
+985
+18% +$121K 0.34% 65
2023
Q4 		$611K Buy
5,606
+110
+2% +$11.4K 0.26% 82
2023
Q3 		$567K Sell
5,496
-366
-6% -$39.4K 0.27% 79
2023
Q2 		$676K Sell
5,862
-145
-2% -$16.5K 0.32% 67
2023
Q1 		$639K Buy
6,007
+891
+17% +$96.2K 0.34% 68
2022
Q4 		$568K Sell
5,116
-5,308
-51% -$543K 0.33% 64
2022
Q3 		$898K Buy
10,424
+5,011
+93% +$447K 0.51% 45
2022
Q2 		$494K Sell
5,413
-5,209
-49% -$462K 0.27% 76
2022
Q1 		$872K Sell
10,622
-10
-0.1% -$788 0.36% 69
2021
Q4 		$815K Buy
10,632
+241
+2% +$19.2K 0.33% 70
2021
Q3 		$780K Sell
10,391
-1,292
-11% -$98.3K 0.34% 68
2021
Q2 		$909K Sell
11,683
-14,537
-55% -$1.08M 0.41% 66
2021
Q1 		$1.93M Buy
26,220
+18,138
+224% +$1.34M 0.96% 29
2020
Q4 		$630K Buy
8,082
+2,410
+42% +$184K 0.34% 70
2020
Q3 		$448K Buy
5,672
+1,268
+29% +$99.3K 0.28% 70
2020
Q2 		$324K Buy
+4,404
New +$332K 0.25% 75

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

KG&L Capital Management's MRK Position: Q1 2026 in Review

KG&L Capital Management reduced its Merck (MRK) stake by 62% in Q1 2026, selling an estimated $323K and leaving 1,724 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #119.

KG&L Capital Management first reported a position in MRK in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.93M in Q1 2021. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • KG&L Capital Management held 1,724 shares of Merck worth $205K as of Q1 2026.
  • KG&L Capital Management sold 2,796 Merck shares in Q1 2026, an estimated $323K.
  • Merck made up 0.15% of KG&L Capital Management's portfolio in Q1 2026, its #119 holding.
  • KG&L Capital Management first reported a position in Merck in Q2 2020 and has held it in 24 quarters since.
  • KG&L Capital Management's Merck position peaked at $1.93M in Q1 2021.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.