Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionWhitener Capital Management, Inc.
Latest Disclosed Ownership44,379 shares
Latest Disclosed Value $ 5,338,350
Whitener Capital Management, Inc. reports 0.39% decrease in ownership of MRK / Merck & Co., Inc.

On April 16, 2026 - Whitener Capital Management, Inc. filed a 13F-HR form disclosing ownership of 44,379 shares of Merck & Co., Inc. (MX:MRK) valued at $5,338,350 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 44,551 shares of Merck & Co., Inc.. This represents a change in shares of -0.39% 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)
2026-04-16 2026-03-31 13F MERCK COM 58933Y105 44,379 -172 -0.39 5,338 13.84 1.2177
2026-01-23 2025-12-31 13F MERCK COM 58933Y105 44,551 4,130 10.22 4,689 38.24 1.0671
2025-10-15 2025-09-30 13F MERCK COM 58933Y105 40,421 834 2.11 3,393 8.27 0.8122
2025-07-14 2025-06-30 13F MERCK COM 58933Y105 39,587 634 1.63 3,134 -10.38 0.8300
2025-05-01 2025-03-31 13F MERCK COM 58933Y105 38,953 -1,550 -3.83 3,496 -13.23 0.9894
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 40,503 200 0.50 4,029 -11.95 1.1289
2024-10-29 2024-09-30 13F MERCK COM 58933Y105 40,303 -411 -1.01 4,577 -9.21 1.2981
2024-07-17 2024-06-30 13F MERCK COM 58933Y105 40,714 1,601 4.09 5,040 -2.33 1.5265
2024-04-16 2024-03-31 13F MERCK COM 58933Y105 39,113 -527 -1.33 5,161 19.42 1.6894
2024-01-10 2023-12-31 13F MERCK COM 58933Y105 39,640 -825 -2.04 4,322 3.75 1.5637
2023-11-02 2023-09-30 13F MERCK COM 58933Y105 40,465 -501 -1.22 4,166 -11.89 1.6684
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 40,966 21 0.05 4,727 8.52 1.8131
2023-04-12 2023-03-31 13F MERCK COM 58933Y105 40,945 -1,389 -3.28 4,356 -7.24 1.8207
2023-03-01 2022-12-31 13F MERCK COM 58933Y105 42,334 -1,050 -2.42 4,697 25.70 2.0517
2022-10-28 2022-09-30 13F Merck COM 58933Y105 43,384 469 1.09 3,736 -4.50 1.7662
2022-08-09 2022-06-30 13F Merck COM 58933Y105 42,915 -15 -0.03 3,912 11.07 1.7634
2022-05-11 2022-03-31 13F Merck COM 58933Y105 42,930 -250 -0.58 3,522 6.44 1.3228
2022-02-14 2021-12-31 13F/A-1 Merck COM 58933Y105 43,180 11,968 38.34 3,309 29.61 1.1829
2022-02-07 2021-12-31 13F MERCK COM 58933Y105 19,235 -11,977 1,474 0.4446
2021-11-12 2021-09-30 13F Merck COM 58933Y105 31,212 -7,551 -19.48 2,553 -15.30 1.1746
2021-08-12 2021-06-30 13F Merck COM 58933Y105 38,763 5,564 16.76 3,014 17.78 1.2001
2021-05-11 2021-03-31 13F Merck COM 58933Y105 33,199 1,987 6.37 2,559 0.24 1.1092
2021-02-08 2020-12-31 13F Merck COM 58933Y105 31,212 6,638 27.01 2,553 25.27 1.1685
2020-10-09 2020-09-30 13F Merck COM 58933Y105 24,574 2,500 11.33 2,038 19.46 0.9816
2020-07-17 2020-06-30 13F Merck COM 58933Y105 22,074 320 1.47 1,706 1.97 0.8878
2020-04-24 2020-03-31 13F Merck COM 58933Y105 21,754 1,880 9.46 1,673 -7.42 1.0820
2020-02-12 2019-12-31 13F Merck COM 58933Y105 19,874 1,790 9.90 1,807 18.73 0.9370
2019-11-07 2019-09-30 13F Merck COM 58933Y105 18,084 300 1.69 1,522 2.08 0.8352
2019-08-02 2019-06-30 13F Merck COM 58933Y105 17,784 100 0.57 1,491 1.43 0.8482
2019-05-02 2019-03-31 13F Merck COM 58933Y105 17,684 -200 -1.12 1,470 7.61 0.9617
2019-02-05 2018-12-31 13F Merck COM 58933Y105 17,884 1,550 9.49 1,366 17.96 1.0059
2018-11-07 2018-09-30 13F Merck COM 58933Y105 16,334 70 0.43 1,158 17.33 0.7598
2018-08-08 2018-06-30 13F Merck COM 58933Y105 16,264 185 1.15 987 12.80 0.7750
2018-04-23 2018-03-31 13F Merck COM 58933Y105 16,079 2,442 17.91 875 14.08 0.6693
2018-04-23 2017-12-31 13F MERCK & CO INC COM COM 58933Y105 13,637 13,637 767 0.6596
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.