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Sather Financial Group’s Merck MRK Stock Holding History

Sather Financial Group’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 		$698K Buy
5,433
+538
+11% +$63K 0.04% 54
2026
Q1 		$589K Buy
4,895
+324
+7% +$37.4K 0.04% 57
2025
Q4 		$481K Sell
4,571
-46
-1% -$4.32K 0.03% 63
2025
Q3 		$388K Sell
4,617
-2,268
-33% -$187K 0.02% 71
2025
Q2 		$545K Hold
6,885
– – 0.03% 61
2025
Q1 		$618K Hold
6,885
– – 0.04% 50
2024
Q4 		$685K Sell
6,885
-282
-4% -$29.1K 0.04% 47
2024
Q3 		$814K Sell
7,167
-284
-4% -$33.7K 0.05% 45
2024
Q2 		$922K Hold
7,451
– – 0.06% 42
2024
Q1 		$983K Hold
7,451
– – 0.07% 47
2023
Q4 		$812K Sell
7,451
-2,000
-21% -$208K 0.06% 53
2023
Q3 		$973K Sell
9,451
-234
-2% -$25.2K 0.08% 46
2023
Q2 		$1.12M Hold
9,685
– – 0.09% 45
2023
Q1 		$1.03M Hold
9,685
– – 0.09% 47
2022
Q4 		$1.07M Sell
9,685
-155
-2% -$15.8K 0.09% 56
2022
Q3 		$847K Hold
9,840
– – 0.09% 38
2022
Q2 		$897K Hold
9,840
– – 0.09% 39
2022
Q1 		$807K Buy
9,840
+4,955
+101% +$391K 0.07% 44
2021
Q4 		$374K Hold
4,885
– – 0.03% 53
2021
Q3 		$367K Buy
+4,885
New +$372K 0.04% 51
2021
Q2 		– Sell
-2,934
Closed -$216K – 52
2021
Q1 		$216K Buy
+2,934
New +$216K 0.03% 46
2020
Q2 		– Sell
-5,825
Closed -$427K – 51
2020
Q1 		$427K Sell
5,825
-420
-7% -$33K 0.08% 38
2019
Q4 		$541K Buy
6,245
+2,469
+65% +$203K 0.08% 43
2019
Q3 		$303K Buy
+3,776
New +$303K 0.06% 44
2017
Q3 		– Sell
-5,712
Closed -$349K – 71
2017
Q2 		$349K Buy
+5,712
New +$348K 0.1% 56

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

Sather Financial Group's MRK Position: Q2 2026 in Review

Sather Financial Group increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $63K and bringing the position to 5,433 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #54.

Sather Financial Group first reported a position in MRK in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.12M in Q2 2023. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sather Financial Group held 5,433 shares of Merck worth $698K as of Q2 2026.
  • Sather Financial Group bought 538 Merck shares in Q2 2026, an estimated $63K.
  • Merck made up 0.04% of Sather Financial Group's portfolio in Q2 2026, its #54 holding.
  • Sather Financial Group first reported a position in Merck in Q2 2017 and has held it in 25 quarters since.
  • Sather Financial Group's Merck position peaked at $1.12M in Q2 2023.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.