Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEverett Harris & Co /ca/
Latest Disclosed Ownership221,455 shares
Latest Disclosed Value $ 26,638,822
Everett Harris & Co /ca/ reports 1.66% decrease in ownership of MRK / Merck & Co., Inc.

On May 8, 2026 - Everett Harris & Co /ca/ filed a 13F-HR form disclosing ownership of 221,455 shares of Merck & Co., Inc. (MX:MRK) valued at $26,638,822 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 225,183 shares of Merck & Co., Inc.. This represents a change in shares of -1.66% 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)
2026-05-08 2026-03-31 13F Merck COM 58933Y105 221,455 -3,728 -1.66 26,639 12.39 0.3428
2026-02-11 2025-12-31 13F Merck COM 58933Y105 225,183 4,109 1.86 23,703 27.75 0.2868
2025-11-03 2025-09-30 13F Merck COM 58933Y105 221,074 1,587 0.72 18,555 6.79 0.2288
2025-08-08 2025-06-30 13F Merck COM 58933Y105 219,487 8,712 4.13 17,375 -8.17 0.2229
2025-05-12 2025-03-31 13F Merck COM 58933Y105 210,775 11,507 5.77 18,919 -4.56 0.2429
2025-01-24 2024-12-31 13F MERCK COM 58933Y105 199,268 14,282 7.72 19,823 -5.64 0.2503
2024-10-18 2024-09-30 13F MERCK COM 58933Y105 184,986 9,240 5.26 21,007 -3.45 0.2605
2024-08-02 2024-06-30 13F MERCK COM 58933Y105 175,746 -1,199 -0.68 21,757 -6.81 0.2783
2024-04-19 2024-03-31 13F MERCK COM 58933Y105 176,945 1,456 0.83 23,348 22.04 0.3094
2024-01-18 2023-12-31 13F MERCK COM 58933Y105 175,489 8,398 5.03 19,132 11.21 0.2737
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 167,091 1,212 0.73 17,202 -10.13 0.2683
2023-07-27 2023-06-30 13F MERCK COM 58933Y105 165,879 -1,418 -0.85 19,141 7.54 0.2905
2023-04-25 2023-03-31 13F MERCK COM 58933Y105 167,297 2,331 1.41 17,799 -2.76 0.2885
2023-01-20 2022-12-31 13F MERCK COM 58933Y105 164,966 -13,621 -7.63 18,303 19.01 0.3147
2022-10-21 2022-09-30 13F MERCK COM 58933Y105 178,587 1,393 0.79 15,380 -4.80 0.2830
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 177,194 -1,808 -1.01 16,155 10.00 0.2794
2022-04-22 2022-03-31 13F MERCK COM 58933Y105 179,002 16,870 10.41 14,687 18.20 0.2088
2022-02-02 2021-12-31 13F MERCK COM 58933Y105 162,132 42,224 35.21 12,426 37.97 0.1724
2021-11-03 2021-09-30 13F MERCK COM 58933Y105 119,908 61,247 104.41 9,006 97.41 0.1424
2021-07-29 2021-06-30 13F MERCK COM 58933Y105 58,661 5,111 9.54 4,562 10.51 0.0730
2021-05-13 2021-03-31 13F MERCK & CO. COM 58933Y105 53,550 1,111 2.12 4,128 -3.78 0.0716
2021-02-04 2020-12-31 13F MERCK & CO. COM 58933Y105 52,439 289 0.55 4,290 -0.83 0.0759
2020-11-03 2020-09-30 13F MERCK & CO. COM 58933Y105 52,150 776 1.51 4,326 8.88 0.0845
2020-07-29 2020-06-30 13F MERCK & CO. COM 58933Y105 51,374 104 0.20 3,973 0.71 0.0876
2020-04-29 2020-03-31 13F MERCK & CO. COM 58933Y105 51,270 20,037 64.15 3,945 38.86 0.1016
2020-01-27 2019-12-31 13F Merck COM 58933Y105 31,233 -256 -0.81 2,841 7.17 0.0642
2019-11-06 2019-09-30 13F Merck COM 58933Y105 31,489 -31,105 -49.69 2,651 -49.50 0.0655
2019-08-13 2019-06-30 13F Merck COM 58933Y105 62,594 -2,345 -3.61 5,249 -2.81 0.1314
2019-05-13 2019-03-31 13F Merck COM 58933Y105 64,939 -3,400 -4.98 5,401 3.43 0.1401
2019-02-13 2018-12-31 13F Merck COM 58933Y105 68,339 -355 -0.52 5,222 7.16 0.1483
2018-11-14 2018-09-30 13F Merck COM 58933Y105 68,694 5,169 8.14 4,873 26.37 0.1221
2018-07-27 2018-06-30 13F Merck COM 58933Y105 63,525 -1,863 -2.85 3,856 8.25 0.1050
2018-04-20 2018-03-31 13F Merck COM 58933Y105 65,388 6,754 11.52 3,562 7.97 0.0987
2018-02-01 2017-12-31 13F/A-1 Merck COM 58933Y105 58,634 -750 -1.26 3,299 -13.23 0.0920
2018-01-30 2017-12-31 13F Merck COM 58933Y105 59,384 0 3,802
2017-10-11 2017-09-30 13F Merck COM 58933Y105 59,384 998 1.71 3,802 1.60 0.1141
2017-08-03 2017-06-30 13F Merck COM 58933Y105 58,386 -1,034 -1.74 3,742 -0.90 0.1158
2017-04-26 2017-03-31 13F Merck COM 58933Y105 59,420 254 0.43 3,776 8.41 0.1236
2017-02-07 2016-12-31 13F Merck COM 58933Y105 59,166 -725 -1.21 3,483 -6.82 0.1223
2016-10-26 2016-09-30 13F Merck COM 58933Y105 59,891 -1,840 -2.98 3,738 5.12 0.1322
2016-08-03 2016-06-30 13F Merck COM 58933Y105 61,731 -2,333 -3.64 3,556 4.90 0.1269
2016-04-26 2016-03-31 13F Merck COM 58933Y105 64,064 100 0.16 3,390 0.33 0.1218
2016-02-09 2015-12-31 13F Merck COM 58933Y105 63,964 2,680 4.37 3,379 11.63 0.1180
2015-11-12 2015-09-30 13F Merck COM 58933Y105 61,284 5,025 8.93 3,027 -5.49 0.1110
2015-08-12 2015-06-30 13F Merck COM 58933Y105 56,259 10,582 23.17 3,203 21.97 0.1125
2015-05-12 2015-03-31 13F Merck COM 58933Y105 45,677 1,180 2.65 2,626 3.92 0.0900
2015-02-11 2014-12-31 13F Merck COM 58933Y105 44,497 -500 -1.11 2,527 -5.25 0.0864
2014-11-06 2014-09-30 13F Merck COM 58933Y105 44,997 0 0.00 2,667 2.46 0.0962
2014-08-05 2014-06-30 13F Merck COM 58933Y105 44,997 230 0.51 2,603 2.44 0.0961
2014-05-19 2014-03-31 13F Merck COM 58933Y105 44,767 -1,000 -2.18 2,541 10.91 0.0945
2014-02-13 2013-12-31 13F Merck COM 58933Y105 45,767 -600 -1.29 2,291 3.81 0.0856
2013-11-01 2013-09-30 13F Merck COM 58933Y105 46,367 0 0.00 2,207 2.46 0.0900
2013-07-24 2013-06-30 13F Merck COM 58933Y105 46,367 46,367 2,154 0.0898
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.