McElhenny Sheffield Capital Management’s Merck MRK Stock Holding History

McElhenny Sheffield 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	$233K	Buy	+1,813	New	+$212K	0.06%	91
2024 Q4	–	Sell	-5,675	Closed	-$644K	–	111
2024 Q3	$644K	Sell	5,675 -199	-3%	-$23.6K	0.21%	34
2024 Q2	$727K	Sell	5,874 -289	-5%	-$37.2K	0.25%	29
2024 Q1	$813K	Buy	+6,163	New	+$760K	0.29%	24
2023 Q3	–	Sell	-7,097	Closed	-$819K	–	97
2023 Q2	$819K	Buy	+7,097	New	+$806K	0.35%	26
2023 Q1	–	Sell	-1,540	Closed	-$171K	–	414
2022 Q4	$171K	Buy	+1,540	New	+$157K	0.08%	99

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

McElhenny Sheffield Capital Management's MRK Position: Q2 2026 in Review

McElhenny Sheffield Capital Management opened a new position in Merck (MRK) in Q2 2026: 1,813 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings. This is a return to the name: McElhenny Sheffield Capital Management previously reported a position in MRK as recently as Q3 2024.

McElhenny Sheffield Capital Management first reported a position in MRK in Q4 2022 and has held it in 6 quarters since. The position peaked at $819K in Q2 2023. 1,275 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

McElhenny Sheffield Capital Management held 1,813 shares of Merck worth $233K as of Q2 2026.
Merck was a new McElhenny Sheffield Capital Management position in Q2 2026.
Merck made up 0.06% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #91 holding.
McElhenny Sheffield Capital Management first reported a position in Merck in Q4 2022 and has held it in 6 quarters since.
McElhenny Sheffield Capital Management's Merck position peaked at $819K in Q2 2023.
1,275 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.