Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionChecchi Capital Advisers, LLC
Latest Disclosed Ownership23,785 shares
Latest Disclosed Value $ 2,861,064
Checchi Capital Advisers, LLC reports 5.52% increase in ownership of MRK / Merck & Co., Inc.

On May 4, 2026 - Checchi Capital Advisers, LLC filed a 13F-HR form disclosing ownership of 23,785 shares of Merck & Co., Inc. (MX:MRK) valued at $2,861,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 22,540 shares of Merck & Co., Inc.. This represents a change in shares of 5.52% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F MERCK COM 58933Y105 23,785 1,245 5.52 2,861 20.62 0.1446
2026-01-27 2025-12-31 13F MERCK COM 58933Y105 22,540 -538 -2.33 2,373 22.52 0.1212
2025-11-05 2025-09-30 13F MERCK COM 58933Y105 23,078 -2,698 -10.47 1,937 -5.10 0.1007
2025-07-22 2025-06-30 13F MERCK COM 58933Y105 25,776 -1,921 -6.94 2,040 -17.94 0.1141
2025-04-29 2025-03-31 13F MERCK COM 58933Y105 27,697 -75 -0.27 2,486 -9.99 0.1310
2025-02-05 2024-12-31 13F MERCK COM 58933Y105 27,772 -359 -1.28 2,763 -13.53 0.1608
2024-11-04 2024-09-30 13F MERCK COM 58933Y105 28,131 -1,577 -5.31 3,195 -13.14 0.1785
2024-07-26 2024-06-30 13F MERCK COM 58933Y105 29,708 779 2.69 3,678 -3.67 0.1843
2024-04-25 2024-03-31 13F MERCK COM 58933Y105 28,929 279 0.97 3,817 22.22 0.2981
2024-02-07 2023-12-31 13F MERCK COM 58933Y105 28,650 -749 -2.55 3,123 3.21 0.2536
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 29,399 -1,553 -5.02 3,027 -15.26 0.2805
2023-08-10 2023-06-30 13F MERCK COM 58933Y105 30,952 9 0.03 3,572 8.48 0.3193
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 30,943 949 3.16 3,292 -1.05 0.3180
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 29,994 -1,095 -3.52 3,328 24.28 0.3457
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 31,089 610 2.00 2,677 -1.69 0.2500
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 30,479 3,186 11.67 2,723 21.62 0.2356
2022-05-09 2022-03-31 13F MERCK COM 58933Y105 27,293 1,407 5.44 2,239 12.85 0.1904
2022-02-09 2021-12-31 13F MERCK COM 58933Y105 25,886 -646 -2.43 1,984 -0.45 0.1744
2021-11-09 2021-09-30 13F MERCK COM 58933Y105 26,532 -1,609 -5.72 1,993 -8.95 0.1975
2021-08-06 2021-06-30 13F MERCK COM 58933Y105 28,141 -806 -2.78 2,189 -1.93 0.2156
2021-05-10 2021-03-31 13F MERCK & CO. COM 58933Y105 28,947 338 1.18 2,232 -4.62 0.2207
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 28,609 38 0.13 2,340 -1.27 0.2413
2020-11-10 2020-09-30 13F MERCK & CO. COM 58933Y105 28,571 254 0.90 2,370 8.22 0.2628
2020-08-12 2020-06-30 13F MERCK & CO. COM 58933Y105 28,317 -86 -0.30 2,190 0.23 0.2617
2020-05-07 2020-03-31 13F MERCK & CO. COM 58933Y105 28,403 2,317 8.88 2,185 -7.88 0.2091
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 26,086 748 2.95 2,372 11.20 0.3175
2019-11-06 2019-09-30 13F MERCK COM 58933Y105 25,338 -353 -1.37 2,133 -0.97 0.2776
2019-08-06 2019-06-30 13F MERCK COM 58933Y105 25,691 -1,048 -3.92 2,154 -3.15 0.2738
2019-05-09 2019-03-31 13F MERCK COM 58933Y105 26,739 -1,130 -4.05 2,224 4.46 0.2600
2019-02-07 2018-12-31 13F MERCK COM 58933Y105 27,869 -1,766 -5.96 2,129 1.28 0.2750
2018-10-29 2018-09-30 13F MERCK COM 58933Y105 29,635 2,721 10.11 2,102 28.64 0.2422
2018-08-06 2018-06-30 13F MERCK COM 58933Y105 26,914 792 3.03 1,634 14.83 0.2052
2018-05-01 2018-03-31 13F MERCK COM 58933Y105 26,122 1,141 4.57 1,423 1.21 0.1875
2018-02-02 2017-12-31 13F MERCK COM 58933Y105 24,981 -4,242 -14.52 1,406 -24.85 0.1888
2017-11-02 2017-09-30 13F MERCK COM 58933Y105 29,223 -165 -0.56 1,871 -0.64 0.1890
2017-08-03 2017-06-30 13F MERCK COM 58933Y105 29,388 -185 -0.63 1,883 0.21 0.2046
2017-05-03 2017-03-31 13F MERCK COM 58933Y105 29,573 -2,468 -7.70 1,879 -0.37 0.2162
2017-01-25 2016-12-31 13F MERCK COM 58933Y105 32,041 2,470 8.35 1,886 2.17 0.2543
2016-11-10 2016-09-30 13F MERCK COM 58933Y105 29,571 2,765 10.31 1,846 19.56 0.2084
2016-07-21 2016-06-30 13F MERCK Stock 58933Y105 26,806 -946 -3.41 1,544 5.18 0.1763
2016-05-02 2016-03-31 13F MERCK & CO INC NEW COM Stock 58933Y105 27,752 2,626 10.45 1,468 10.63 0.3263
2016-02-03 2015-12-31 13F MERCK & CO INC COM 58933Y105 25,126 -6,440 -20.40 1,327 -14.88 0.3348
2015-10-23 2015-09-30 13F MERCK & CO INC COM 58933Y105 31,566 1,585 5.29 1,559 -8.67 0.4231
2015-08-04 2015-06-30 13F MERCK & CO INC COM 58933Y105 29,981 2,392 8.67 1,707 7.63 0.4501
2015-05-07 2015-03-31 13F MERCK & CO INC COM 58933Y105 27,589 1,544 5.93 1,586 7.23 0.4686
2015-01-26 2014-12-31 13F MERCK & CO INC COM 58933Y105 26,045 5,581 27.27 1,479 21.93 0.5554
2014-10-23 2014-09-30 13F MERCK & CO INC COM 58933Y105 20,464 4,118 25.19 1,213 28.22 0.4980
2014-08-06 2014-06-30 13F MERCK & CO INC COM 58933Y105 16,346 3,618 28.43 946 30.84 0.4314
2014-05-06 2014-03-31 13F MERCK & CO INC COM 58933Y105 12,728 3,619 39.73 723 58.55 0.4436
2014-01-28 2013-12-31 13F MERCK & CO INC COM 58933Y105 9,109 9,109 456 0.3549
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.