Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEverpar Advisors Llc
Latest Disclosed Ownership9,540 shares
Latest Disclosed Value $ 1,147,567
Everpar Advisors Llc reports 15.96% increase in ownership of MRK / Merck & Co., Inc.

On April 21, 2026 - Everpar Advisors Llc filed a 13F-HR form disclosing ownership of 9,540 shares of Merck & Co., Inc. (MX:MRK) valued at $1,147,567 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 8,227 shares of Merck & Co., Inc.. This represents a change in shares of 15.96% 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)
2026-04-21 2026-03-31 13F MERCK COM 58933Y105 9,540 1,313 15.96 1,148 32.60 0.3951
2026-01-07 2025-12-31 13F MERCK COM 58933Y105 8,227 -1,697 -17.10 866 3.97 0.3212
2025-10-17 2025-09-30 13F MERCK COM 58933Y105 9,924 -315 -3.08 833 2.72 0.3293
2025-07-08 2025-06-30 13F MERCK COM 58933Y105 10,239 -823 -7.44 811 -18.35 0.3683
2025-04-16 2025-03-31 13F MERCK COM 58933Y105 11,062 -2,542 -18.69 993 -26.68 0.5272
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 13,604 -444 -3.16 1,353 -15.17 0.6824
2024-10-07 2024-09-30 13F MERCK COM 58933Y105 14,048 -1,499 -9.64 1,595 -17.10 0.8251
2024-07-18 2024-06-30 13F MERCK COM 58933Y105 15,547 1,537 10.97 1,925 4.11 0.9636
2024-04-22 2024-03-31 13F MERCK COM 58933Y105 14,010 -5,721 -28.99 1,849 -14.09 1.1241
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 19,731 19,731 2,151 1.0012
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.