Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionMcKinley Carter Wealth Services, Inc.
Latest Disclosed Ownership24,746 shares
Latest Disclosed Value $ 2,976,750
McKinley Carter Wealth Services, Inc. reports 1.37% decrease in ownership of MRK / Merck & Co., Inc.

On April 20, 2026 - McKinley Carter Wealth Services, Inc. filed a 13F-HR form disclosing ownership of 24,746 shares of Merck & Co., Inc. (MX:MRK) valued at $2,976,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,091 shares of Merck & Co., Inc.. This represents a change in shares of -1.37% 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)
2026-04-20 2026-03-31 13F MERCK COM 58933Y105 24,746 -345 -1.37 2,977 12.68 0.1716
2026-02-06 2025-12-31 13F MERCK COM 58933Y105 25,091 1,766 7.57 2,641 34.95 0.1475
2025-11-04 2025-09-30 13F MERCK COM 58933Y105 23,325 1,669 7.71 1,958 14.18 0.1026
2025-07-24 2025-06-30 13F MERCK COM 58933Y105 21,656 -1,020 -4.50 1,714 -15.77 0.0951
2025-04-15 2025-03-31 13F MERCK COM 58933Y105 22,676 2,665 13.32 2,035 2.26 0.1251
2025-01-23 2024-12-31 13F MERCK COM 58933Y105 20,011 -1,249 -5.87 1,991 -17.56 0.1218
2024-10-16 2024-09-30 13F MERCK COM 58933Y105 21,260 193 0.92 2,414 -7.44 0.1458
2024-08-09 2024-06-30 13F MERCK COM 58933Y105 21,067 -375 -1.75 2,608 -7.81 0.1661
2024-04-26 2024-03-31 13F MERCK COM 58933Y105 21,442 625 3.00 2,829 24.68 0.1891
2024-02-07 2023-12-31 13F MERCK COM 58933Y105 20,817 -224 -1.06 2,269 4.76 0.1661
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 21,041 13,086 164.50 2,166 136.21 0.1723
2023-08-03 2023-06-30 13F MERCK COM 58933Y105 7,955 -131 -1.62 918 6.63 0.0689
2023-04-25 2023-03-31 13F MERCK COM 58933Y105 8,086 333 4.30 860 0.00 0.0673
2023-02-08 2022-12-31 13F MERCK COM 58933Y105 7,753 977 14.42 860 47.26 0.0729
2022-10-24 2022-09-30 13F MERCK COM 58933Y105 6,776 8 0.12 584 -5.35 0.0543
2022-07-15 2022-06-30 13F MERCK COM 58933Y105 6,768 -2,127 -23.91 617 -15.48 0.0546
2022-04-27 2022-03-31 13F MERCK COM 58933Y105 8,895 -1,059 -10.64 730 -4.33 0.0571
2022-02-07 2021-12-31 13F MERCK COM 58933Y105 9,954 1,159 13.18 763 15.43 0.0569
2021-11-03 2021-09-30 13F MERCK COM 58933Y105 8,795 -1,620 -15.55 661 -18.40 0.0542
2021-08-12 2021-06-30 13F MERCK COM 58933Y105 10,415 -106 -1.01 810 -0.12 0.0670
2021-04-30 2021-03-31 13F MERCK & CO. COM 58933Y105 10,521 266 2.59 811 -3.34 0.0693
2021-02-16 2020-12-31 13F/A-1 MERCK & CO. COM 58933Y105 10,255 275 2.76 839 1.33 0.1100
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 9,983 3 817 158,752.9827
2020-10-14 2020-09-30 13F MERCK & CO. COM 58933Y105 9,980 -1,573 -13.62 828 -7.28 0.1861
2020-07-20 2020-06-30 13F MERCK & CO. COM 58933Y105 11,553 -1,046 -8.30 893 -7.84 0.2188
2020-05-01 2020-03-31 13F MERCK & CO. COM 58933Y105 12,599 6,123 94.55 969 64.52 0.2898
2020-01-23 2019-12-31 13F MERCK COM 58933Y105 6,476 652 11.20 589 20.20 0.1377
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 5,824 1,323 29.39 490 29.97 0.1253
2019-08-02 2019-06-30 13F MERCK COM 58933Y105 4,501 372 9.01 377 9.91 0.1015
2019-05-08 2019-03-31 13F MERCK COM 58933Y105 4,129 -235 -5.38 343 3.00 0.0963
2019-02-13 2018-12-31 13F MERCK COM 58933Y105 4,364 -998 -18.61 333 -12.37 0.1100
2018-11-06 2018-09-30 13F MERCK COM 58933Y105 5,362 10 0.19 380 16.92 0.1127
2018-12-07 2018-06-30 13F MERCK COM 58933Y105 5,352 12 0.22 325 11.68 0.1046
2018-05-17 2018-03-31 13F Merck COM 58933Y105 5,340 227 4.44 291 1.04 0.0951
2018-01-31 2017-12-31 13F MERCK COM 58933Y105 5,113 334 6.99 288 -5.88 0.0990
2017-10-31 2017-09-30 13F MERCK COM 58933Y105 4,779 518 12.16 306 12.09 0.1174
2017-08-08 2017-06-30 13F MERCK COM 58933Y105 4,261 7 0.16 273 1.11 0.1207
2017-05-10 2017-03-31 13F MERCK COM 58933Y105 4,254 -92 -2.12 270 5.47 0.1254
2017-02-07 2016-12-31 13F MERCK COM 58933Y105 4,346 467 12.04 256 5.79 0.1294
2016-11-07 2016-09-30 13F MERCK COM 58933Y105 3,879 -353 -8.34 242 -0.82 0.1247
2016-08-01 2016-06-30 13F MERCK COM 58933Y105 4,232 -61 -1.42 244 7.49 0.1270
2016-05-13 2016-03-31 13F MERCK & CO INC COM 58933Y105 4,293 -144 -3.25 227 -2.99 0.1259
2016-02-02 2015-12-31 13F MERCK & CO INC COM 58933Y105 4,437 -271 -5.76 234 0.43 0.1340
2015-11-10 2015-09-30 13F MERCK & CO INC COM 58933Y105 4,708 -1,311 -21.78 233 -32.07 0.1450
2015-08-10 2015-06-30 13F MERCK & CO INC COM 58933Y105 6,019 -496 -7.61 343 -8.29 0.1861
2015-05-06 2015-03-31 13F MERCK & CO INC COM 58933Y105 6,515 6,515 0.00 374 0.2412
2015-02-05 2014-12-31 13F MERCK & CO INC COM 58933Y105 0 -4,510 -100.00 0 -100.00
2014-10-22 2014-09-30 13F MERCK & CO INC COM 58933Y105 4,510 -78 -1.70 267 2.69 0.2533
2014-05-02 2014-03-31 13F MERCK & CO INC COM 58933Y105 4,588 -3,763 -45.06 260 -37.80 0.2831
2014-01-29 2013-12-31 13F MERCK & CO INC COM 58933Y105 8,351 139 1.69 418 6.91 0.4071
2013-11-14 2013-09-30 13F/A-1 MERCK & CO INC COM 58933Y105 8,212 1,958 31.31 391 34.36 0.4632
2013-10-30 2013-09-30 13F MERCK & CO INC COM 58933Y105 8,212 391
2013-07-24 2013-06-30 13F MERCK & CO INC COM 58933Y105 6,254 6,254 291 0.4397
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.