SKK
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Shepherd Kaplan Krochuk’s Merck MRK Stock Holding History

Shepherd Kaplan Krochuk’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
2024
Q4 		– Sell
-13,748
Closed -$1.56M – 54
2024
Q3 		$1.56M Buy
13,748
+5,314
+63% +$631K 1.18% 27
2024
Q2 		$1.04M Buy
8,434
+34
+0.4% +$4.38K 0.82% 36
2024
Q1 		$1.11M Sell
8,400
-116
-1% -$14.3K 0.88% 32
2023
Q4 		$928K Sell
8,516
-343
-4% -$35.6K 0.75% 35
2023
Q3 		$912K Sell
8,859
-707
-7% -$76.2K 0.79% 32
2023
Q2 		$1.1M Buy
+9,566
New +$1.09M 0.87% 28
2017
Q4 		– Sell
-4,626
Closed -$283K – 260
2017
Q3 		$283K Hold
4,626
– – 0.23% 125
2017
Q2 		$283K Hold
4,626
– – 0.17% 134
2017
Q1 		$280K Hold
4,626
– – 0.14% 133
2016
Q4 		$260K Sell
4,626
-9,950
-68% -$582K 0.07% 144
2016
Q3 		$868K Hold
14,576
– – 0.18% 69
2016
Q2 		$801K Hold
14,576
– – 0.2% 73
2016
Q1 		$736K Buy
14,576
+10,217
+234% +$500K 0.23% 72
2015
Q4 		$220K Sell
4,359
-6,454
-60% -$325K 0.06% 248
2015
Q3 		$510K Sell
10,813
-629
-5% -$33.4K 0.14% 120
2015
Q2 		$622K Hold
11,442
– – 0.12% 145
2015
Q1 		$628K Hold
11,442
– – 0.11% 144
2014
Q4 		$620K Buy
11,442
+31
+0.3% +$1.73K 0.1% 186
2014
Q3 		$645K Buy
11,411
+252
+2% +$14.2K 0.08% 177
2014
Q2 		$616K Sell
11,159
-105
-0.9% -$5.73K 0.07% 191
2014
Q1 		$610K Hold
11,264
– – 0.07% 190
2013
Q4 		$538K Hold
11,264
– – 0.07% 198
2013
Q3 		$512K Hold
11,264
– – 0.08% 200
2013
Q2 		$499K Buy
+11,264
New +$503K 0.1% 196

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shepherd Kaplan Krochuk's MRK Position: Q4 2024 in Review

Shepherd Kaplan Krochuk sold out of Merck (MRK) in Q4 2024, closing a stake of 13,748 shares — an estimated $1.56M sold.

Shepherd Kaplan Krochuk first reported a position in MRK in Q2 2013 and held it in 24 quarters. The position peaked at $1.56M in Q3 2024. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Shepherd Kaplan Krochuk reported no remaining Merck position as of Q4 2024 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 13,748 Merck shares in Q4 2024, an estimated $1.56M.
  • Shepherd Kaplan Krochuk first reported a position in Merck in Q2 2013 and held it in 24 quarters.
  • Shepherd Kaplan Krochuk's Merck position peaked at $1.56M in Q3 2024.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2024, filed 14 Feb 2025.