Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionStaley Capital Advisers Inc
Latest Disclosed Ownership8,045 shares
Latest Disclosed Value $ 967,733
Staley Capital Advisers Inc ownership in MRK / Merck & Co., Inc.

On April 29, 2026 - Staley Capital Advisers Inc filed a 13F-HR form disclosing ownership of 8,045 shares of Merck & Co., Inc. (MX:MRK) valued at $967,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,045 shares of Merck & Co., Inc.. This represents a change in shares of 0.00% 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)
2026-04-29 2026-03-31 13F MERCK COM 58933Y105 8,045 0 0.00 968 14.30 0.0410
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 8,045 0 0.00 847 25.33 0.0349
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 8,045 0 0.00 675 6.13 0.0277
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 8,045 0 0.00 637 -11.91 0.0271
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 8,045 0 0.00 722 -9.75 0.0327
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 8,045 0 0.00 800 -12.38 0.0355
2024-11-08 2024-09-30 13F MERCK COM 58933Y105 8,045 0 0.00 914 -8.24 0.0408
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 8,045 -122 -1.49 996 -7.61 0.0458
2024-05-06 2024-03-31 13F MERCK COM 58933Y105 8,167 0 0.00 1,078 21.01 0.0503
2024-02-12 2023-12-31 13F MERCK COM 58933Y105 8,167 0 0.00 890 5.95 0.0443
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 8,167 -399 -4.66 841 -14.98 0.0463
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 8,566 15 0.18 988 0.0532
2023-05-10 2023-03-31 13F MERCK COM 58933Y105 8,551 0 0.00 1 0.0509
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 8,551 0 0.00 1 -100.00 0.0567
2022-11-14 2022-09-30 13F/A-1 MERCK COM 58933Y105 8,551 1,142 15.41 736 9.04 0.0470
2022-11-10 2022-09-30 13F MERCK COM 58933Y105 8,551 1,142 736 0.0478
2022-08-05 2022-06-30 13F MERCK COM 58933Y105 7,409 0 0.00 675 11.02 0.0399
2022-05-12 2022-03-31 13F MERCK COM 58933Y105 7,409 -100 -1.33 608 5.74 0.0307
2022-02-08 2021-12-31 13F MERCK COM 58933Y105 7,509 100 1.35 575 3.42 0.0275
2021-11-05 2021-09-30 13F MERCK COM 58933Y105 7,409 0 0.00 556 -3.47 0.0298
2021-08-10 2021-06-30 13F/A-1 MERCK COM 58933Y105 7,409 -530 -6.68 576 -5.88 0.0301
2021-08-09 2021-06-30 13F MERCK COM 58933Y105 7,409 -530 576 0.0301
2021-05-06 2021-03-31 13F MERCK COM 58933Y105 7,939 -738 -8.51 612 -13.80 0.0340
2021-02-08 2020-12-31 13F MERCK COM 58933Y105 8,677 0 0.00 710 -1.39 0.0434
2020-11-13 2020-09-30 13F MERCK COM 58933Y105 8,677 0 0.00 720 7.30 0.0499
2020-08-18 2020-06-30 13F/A-1 MERCK COM 58933Y105 8,677 967 12.54 671 13.15 0.0487
2020-08-07 2020-06-30 13F MERCK COM 58933Y105 8,677 967 671 48,738.8195
2020-05-08 2020-03-31 13F MERCK COM 58933Y105 7,710 0 0.00 593 -15.41 0.0499
2020-02-04 2019-12-31 13F MERCK COM 58933Y105 7,710 0 0.00 701 8.01 0.0475
2019-11-08 2019-09-30 13F MERCK COM 58933Y105 7,710 4,685 154.88 649 155.51 0.0487
2019-08-09 2019-06-30 13F MERCK COM 58933Y105 3,025 0 0.00 254 0.79 0.0189
2019-05-10 2019-03-31 13F MERCK COM 58933Y105 3,025 -1,166 -27.82 252 -21.25 0.0186
2019-02-05 2018-12-31 13F MERCK COM 58933Y105 4,191 0 0.00 320 7.74 0.0259
2018-11-09 2018-09-30 13F MERCK COM 58933Y105 4,191 0 0.00 297 16.93 0.0208
2018-08-08 2018-06-30 13F MERCK COM 58933Y105 4,191 -1,614 -27.80 254 -19.62 0.0195
2018-05-09 2018-03-31 13F MERCK COM 58933Y105 5,805 -1,689 -22.54 316 -25.12 0.0248
2018-02-12 2017-12-31 13F MERCK COM 58933Y105 7,494 2,114 39.29 422 22.67 0.0327
2017-11-09 2017-09-30 13F MERCK COM 58933Y105 5,380 0 0.00 344 -0.29 0.0281
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 5,380 -150 -2.71 345 -1.71 0.0294
2017-05-04 2017-03-31 13F MERCK COM 58933Y105 5,530 76 1.39 351 9.35 0.0314
2017-01-30 2016-12-31 13F MERCK COM 58933Y105 5,454 0 0.00 321 -5.59 0.0308
2016-11-02 2016-09-30 13F MERCK COM 58933Y105 5,454 0 0.00 340 8.28 0.0339
2016-08-04 2016-06-30 13F MERCK COM 58933Y105 5,454 0 0.00 314 8.65 0.0329
2016-05-03 2016-03-31 13F MERCK COM 58933Y105 5,454 -300 -5.21 289 -4.93 0.0312
2016-02-05 2015-12-31 13F MERCK COM 58933Y105 5,754 -550 -8.72 304 -2.25 0.0351
2015-11-05 2015-09-30 13F MERCK COM 58933Y105 6,304 350 5.88 311 -8.26 0.0378
2015-08-11 2015-06-30 13F MERCK COM 58933Y105 5,954 0 0.00 339 -0.88 0.0378
2015-05-11 2015-03-31 13F MERCK COM 58933Y105 5,954 -600 -9.15 342 -8.06 0.0394
2015-02-09 2014-12-31 13F MERCK COM 58933Y105 6,554 0 0.00 372 -4.37 0.0432
2014-11-12 2014-09-30 13F MERCK COM 58933Y105 6,554 1,189 22.16 389 25.48 0.0464
2014-08-12 2014-06-30 13F MERCK COM 58933Y105 5,365 0 0.00 310 1.64 0.0371
2014-05-07 2014-03-31 13F MERCK COM 58933Y105 5,365 0 0.00 305 13.38 0.0387
2014-02-05 2013-12-31 13F MERCK COM 58933Y105 5,365 -43 -0.80 269 4.67 0.0366
2013-11-12 2013-09-30 13F MERCK COM 58933Y105 5,408 43 0.80 257 3.21 0.0391
2013-08-12 2013-06-30 13F MERCK COM 58933Y105 5,365 5,365 249 0.0403
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.