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Koss-Olinger Consulting’s Merck MRK Stock Holding History

Koss-Olinger Consulting’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 		$262K Sell
2,174
-1,175
-35% -$136K 0.02% 228
2025
Q4 		$353K Sell
3,349
-1,340
-29% -$126K 0.03% 199
2025
Q3 		$371K Hold
4,689
– – 0.03% 241
2025
Q2 		$371K Buy
4,689
+5
+0.1% +$397 0.03% 242
2025
Q1 		$420K Buy
+4,684
New +$437K 0.04% 221
2024
Q4 		– Sell
-2,925
Closed -$332K – 257
2024
Q3 		$332K Buy
2,925
+62
+2% +$7.37K 0.03% 214
2024
Q2 		$354K Buy
+2,863
New +$369K 0.03% 190
2024
Q1 		– Sell
-5,157
Closed -$562K – 212
2023
Q4 		$562K Sell
5,157
-1,465
-22% -$152K 0.06% 136
2023
Q3 		$682K Sell
6,622
-175
-3% -$18.9K 0.1% 113
2023
Q2 		$784K Hold
6,797
– – 0.09% 107
2023
Q1 		$723K Sell
6,797
-106
-2% -$11.4K 0.09% 108
2022
Q4 		$766K Sell
6,903
-10,823
-61% -$1.11M 0.11% 95
2022
Q3 		$1.53M Sell
17,726
-2,305
-12% -$206K 0.26% 31
2022
Q2 		$1.83M Sell
20,031
-2,769
-12% -$245K 0.33% 25
2022
Q1 		$1.87M Buy
22,800
+135
+0.6% +$10.6K 0.3% 29
2021
Q4 		$1.74M Sell
22,665
-4,126
-15% -$329K 0.27% 29
2021
Q3 		$2.01M Buy
26,791
+808
+3% +$61.5K 0.33% 25
2021
Q2 		$2.02M Buy
25,983
+555
+2% +$41.3K 0.3% 36
2021
Q1 		$1.87M Buy
+25,428
New +$1.88M 0.32% 34

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

Koss-Olinger Consulting's MRK Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Merck (MRK) stake by 35% in Q1 2026, selling an estimated $136K and leaving 2,174 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #228.

Koss-Olinger Consulting first reported a position in MRK in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.02M in Q2 2021. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Koss-Olinger Consulting held 2,174 shares of Merck worth $262K as of Q1 2026.
  • Koss-Olinger Consulting sold 1,175 Merck shares in Q1 2026, an estimated $136K.
  • Merck made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #228 holding.
  • Koss-Olinger Consulting first reported a position in Merck in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's Merck position peaked at $2.02M in Q2 2021.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.