Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionSRS Capital Advisors, Inc.
Latest Disclosed Ownership303,856 shares
Latest Disclosed Value $ 36,515,515
SRS Capital Advisors, Inc. reports 3.38% increase in ownership of MRK / Merck & Co., Inc.

On May 13, 2026 - SRS Capital Advisors, Inc. filed a 13F-HR form disclosing ownership of 303,856 shares of Merck & Co., Inc. (MX:MRK) valued at $36,515,515 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 293,929 shares of Merck & Co., Inc.. This represents a change in shares of 3.38% 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)
2026-05-13 2026-03-31 13F MERCK COM 58933Y105 303,856 9,927 3.38 36,516 18.03 1.0310
2026-02-13 2025-12-31 13F MERCK COM 58933Y105 293,929 -135,358 -31.53 30,939 -14.13 0.9008
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 429,287 146,145 51.62 36,031 60.75 0.5172
2025-08-12 2025-06-30 13F MERCK COM 58933Y105 283,142 270,881 2,209.29 22,413 1,937.55 1.0301
2025-05-15 2025-03-31 13F MERCK COM 58933Y105 12,261 5,676 86.20 1,101 67.94 0.0706
2025-02-05 2024-12-31 13F MERCK COM 58933Y105 6,585 180 2.81 655 -9.90 0.0412
2024-11-06 2024-09-30 13F MERCK COM 58933Y105 6,405 257 4.18 727 -4.47 0.0650
2024-08-06 2024-06-30 13F MERCK COM 58933Y105 6,148 885 16.82 761 9.65 0.0742
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 5,263 226 4.49 694 26.41 0.0732
2024-02-06 2023-12-31 13F MERCK COM 58933Y105 5,037 81 1.63 549 7.65 0.0612
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 4,956 -113 -2.23 510 -12.67 0.0636
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 5,069 82 1.64 585 10.19 0.0747
2023-05-16 2023-03-31 13F MERCK COM 58933Y105 4,987 -18 -0.36 531 -4.50 0.0702
2023-02-24 2022-12-31 13F MERCK COM 58933Y105 5,005 435 9.52 555 40.86 0.0768
2022-11-03 2022-09-30 13F MERCK COM 58933Y105 4,570 -435 -8.69 394 -13.60 0.0622
2022-08-22 2022-06-30 13F MERCK COM 58933Y105 5,005 629 14.37 456 27.02 0.0690
2022-05-12 2022-03-31 13F MERCK COM 58933Y105 4,376 -475 -9.79 359 -3.49 0.0478
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 4,851 4 0.08 372 2.20 0.0472
2021-11-05 2021-09-30 13F MERCK COM 58933Y105 4,847 1,045 27.49 364 22.97 0.0498
2021-08-02 2021-06-30 13F MERCK COM 58933Y105 3,802 628 19.79 296 13.85 0.0403
2021-02-03 2020-12-31 13F MERCK & CO. COM 58933Y105 3,174 108 3.52 260 2.36 0.0385
2020-11-12 2020-09-30 13F MERCK & CO. COM 58933Y105 3,066 -1,659 -35.11 254 -30.41 0.0428
2020-08-06 2020-06-30 13F MERCK & CO. COM 58933Y105 4,725 5 0.11 365 0.55 0.0650
2020-05-13 2020-03-31 13F MERCK & CO. COM 58933Y105 4,720 174 3.83 363 -12.11 0.0837
2020-02-07 2019-12-31 13F MERCK COM 58933Y105 4,546 -124 -2.66 413 5.09 0.1185
2019-11-01 2019-09-30 13F MERCK COM 58933Y105 4,670 3 0.06 393 0.51 0.1185
2019-08-08 2019-06-30 13F MERCK COM 58933Y105 4,667 577 14.11 391 25.32 0.1302
2019-02-06 2018-12-31 13F MERCK COM 58933Y105 4,090 1,398 51.93 312 63.35 0.1240
2018-11-05 2018-09-30 13F MERCK COM 58933Y105 2,692 539 25.03 191 46.92 0.0770
2018-08-21 2018-06-30 13F MERCK & CO INC COM COM 58933Y105 2,153 170 8.57 130 20.37 0.0571
2018-05-14 2018-03-31 13F MERCK & CO INC COM COM 58933Y105 1,983 1,340 208.40 108 200.00 0.0561
2018-02-15 2017-12-31 13F MERCK & CO INC COM COM 58933Y105 643 -804 -55.56 36 -60.87 0.0156
2017-11-15 2017-09-30 13F MERCK & CO INC COM COM 58933Y105 1,447 -504 -25.83 92 -23.97 0.0442
2017-08-14 2017-06-30 13F MERCK & CO INC COM COM 58933Y105 1,951 512 35.58 121 32.97 0.0579
2017-05-11 2017-03-31 13F MERCK & CO INC COM COM 58933Y105 1,439 612 74.00 91 85.71 0.0438
2017-02-14 2016-12-31 13F MERCK & CO INC COM COM 58933Y105 827 827 49 0.0245
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.