Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMCF Advisors LLC
Latest Disclosed Ownership24,309 shares
Latest Disclosed Value $ 2,940,785
MCF Advisors LLC reports 26.37% increase in ownership of MRK / Merck & Co., Inc.

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 24,309 shares of Merck & Co., Inc. (MX:MRK) valued at $2,940,785 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 19,236 shares of Merck & Co., Inc.. This represents a change in shares of 26.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F MERCK COM 58933Y105 24,309 5,073 26.37 2,941 44.40 0.1288
2026-02-11 2025-12-31 13F MERCK COM 58933Y105 19,236 3,435 21.74 2,037 52.51 0.1126
2025-11-05 2025-09-30 13F MERCK COM 58933Y105 15,801 -25 -0.16 1,335 5.87 0.0818
2025-07-15 2025-06-30 13F MERCK COM 58933Y105 15,826 513 3.35 1,262 -8.82 0.0834
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 15,313 -1,247 -7.53 1,384 -16.59 0.0995
2025-01-17 2024-12-31 13F MERCK COM 58933Y105 16,560 -620 -3.61 1,658 -15.41 0.1164
2024-10-24 2024-09-30 13F MERCK COM 58933Y105 17,180 284 1.68 1,960 -6.67 0.1374
2024-08-05 2024-06-30 13F MERCK COM 58933Y105 16,896 293 1.76 2,101 -4.50 0.1590
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 16,603 807 5.11 2,199 27.11 0.1703
2024-02-01 2023-12-31 13F MERCK COM 58933Y105 15,796 -168 -1.05 1,731 4.78 0.1414
2023-10-19 2023-09-30 13F MERCK COM 58933Y105 15,964 1,094 7.36 1,652 -4.18 0.1490
2023-07-24 2023-06-30 13F MERCK COM 58933Y105 14,870 222 1.52 1,723 10.10 0.1556
2023-04-18 2023-03-31 13F MERCK COM 58933Y105 14,648 3,326 29.38 1,565 24.21 0.1461
2023-01-31 2022-12-31 13F MERCK COM 58933Y105 11,322 426 3.91 1,261 33.76 0.1287
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 10,896 270 2.54 942 -3.19 0.1048
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 10,626 338 3.29 973 15.28 0.1027
2022-05-05 2022-03-31 13F MERCK COM 58933Y105 10,288 10,288 844 0.0792
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 0 -9,439 -100.00 0 -100.00
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 9,439 641 7.29 709 3.65 0.0718
2021-08-10 2021-06-30 13F MERCK COM 58933Y105 8,798 2,353 36.51 684 37.63 0.0707
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 6,445 -104 -1.59 497 -7.28 0.0560
2021-02-09 2020-12-31 13F MERCK & CO. COM 58933Y105 6,549 -2,140 -24.63 536 -25.66 0.0640
2020-11-12 2020-09-30 13F MERCK & CO. COM 58933Y105 8,689 2,645 43.76 721 54.39 0.0952
2020-08-11 2020-06-30 13F MERCK & CO. COM 58933Y105 6,044 0 0.00 467 0.43 0.0651
2020-04-24 2020-03-31 13F MERCK & CO. COM 58933Y105 6,044 -785 -11.50 465 -25.12 0.0778
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 6,829 224 3.39 621 11.69 0.0946
2019-10-22 2019-09-30 13F MERCK COM 58933Y105 6,605 11 0.17 556 0.54 0.0905
2019-08-06 2019-06-30 13F MERCK COM 58933Y105 6,594 0 0.00 553 0.91 0.0914
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 6,594 -737 -10.05 548 -2.14 0.0948
2019-01-25 2018-12-31 13F MERCK COM 58933Y105 7,331 84 1.16 560 8.95 0.1070
2018-10-24 2018-09-30 13F MERCK COM 58933Y105 7,247 7 0.10 514 17.08 0.0898
2018-07-20 2018-06-30 13F MERCK COM 58933Y105 7,240 -375 -4.92 439 5.78 0.0844
2018-05-10 2018-03-31 13F MERCK COM 58933Y105 7,615 2 0.03 415 -3.04 0.0816
2018-02-06 2017-12-31 13F MERCK COM 58933Y105 7,613 -1,555 -16.96 428 -27.09 0.0794
2017-10-30 2017-09-30 13F MERCK COM 58933Y105 9,168 66 0.73 587 0.69 0.1151
2017-07-25 2017-06-30 13F MERCK COM 58933Y105 9,102 -160 -1.73 583 -1.02 0.1159
2017-05-02 2017-03-31 13F MERCK COM 58933Y105 9,262 850 10.10 589 18.99 0.1235
2017-01-20 2016-12-31 13F MERCK COM 58933Y105 8,412 37 0.44 495 -5.35 0.1083
2016-11-10 2016-09-30 13F MERCK COM 58933Y105 8,375 -631 -7.01 523 0.77 0.1238
2016-08-11 2016-06-30 13F MERCK COM 58933Y105 9,006 255 2.91 519 12.10 0.1271
2016-05-04 2016-03-31 13F MERCK & CO INC COM 58933Y105 8,751 -982 -10.09 463 -9.92 0.1209
2016-02-08 2015-12-31 13F MERCK & CO INC COM 58933Y105 9,733 -8 -0.08 514 6.86 0.1382
2015-11-09 2015-09-30 13F MERCK & CO INC COM 58933Y105 9,741 50 0.52 481 -12.86 0.1232
2015-07-24 2015-06-30 13F MERCK & CO INC COM 58933Y105 9,691 65 0.68 552 -0.18 0.1389
2015-04-29 2015-03-31 13F MERCK & CO INC COM 58933Y105 9,626 9,626 0.00 553 0.1380
2015-02-04 2014-12-31 13F MERCK & CO INC COM 58933Y105 0 -9,981 -100.00 0 -100.00
2014-10-24 2014-09-30 13F MERCK & CO INC COM 58933Y105 9,981 221 2.26 567 2.35 0.1670
2014-07-29 2014-06-30 13F MERCK & CO INC COM 58933Y105 9,760 -1,024 -9.50 554 -9.48 0.1746
2014-05-13 2014-03-31 13F MERCK & CO INC COM 58933Y105 10,784 3,614 50.40 612 50.37 0.2057
2014-10-28 2013-12-31 13F MERCK & CO INC COM 58933Y105 7,170 489 7.32 407 7.39 0.1440
2014-10-27 2013-09-30 13F MERCK & CO INC COM 58933Y105 6,681 401 6.39 379 6.16 0.2090
2014-10-27 2013-06-30 13F MERCK & CO INC COM 58933Y105 6,280 -526 -7.73 357 -7.51 0.2148
2014-10-27 2013-03-31 13F MERCK & CO INC COM 58933Y105 6,806 372 5.78 386 5.75 0.2222
2014-11-03 2012-12-31 13F MERCK & CO INC COM 58933Y105 6,434 298 4.86 365 4.89 0.2215
2014-11-03 2012-09-30 13F MERCK & CO INC COM 58933Y105 6,136 932 17.91 348 17.97 0.2267
2014-10-31 2012-06-30 13F MERCK & CO INC COM 58933Y105 5,204 206 4.12 295 3.87 0.1786
2014-10-31 2012-03-31 13F MERCK & CO INC COM 58933Y105 4,998 580 13.13 284 13.15 0.1745
2014-11-03 2011-12-31 13F MERCK & CO INC COM 58933Y105 4,418 4,418 251 0.1703
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.