Merck & Co., Inc.
US ˙ NYSE ˙ US58933Y1055

SecurityMRK / Merck & Co., Inc.
InstitutionCertified Advisory Corp
Latest Disclosed Ownership6,287 shares
Latest Disclosed Value $ 756,253
Certified Advisory Corp reports 1.08% increase in ownership of MRK / Merck & Co., Inc.

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 6,287 shares of Merck & Co., Inc. (US:MRK) valued at $756,263 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,220 shares of Merck & Co., Inc.. This represents a change in shares of 1.08% during the quarter. The current value of the position is $721,119 USD.

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)
2026-04-17 2026-03-31 13F MERCK COM 58933Y105 6,287 67 1.08 756 15.60 0.0678
2026-01-12 2025-12-31 13F MERCK COM 58933Y105 6,220 -112 -1.77 655 23.16 0.0597
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 6,332 -2 -0.03 531 5.99 0.0505
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 6,334 485 8.29 501 -4.39 0.0521
2025-05-08 2025-03-31 13F MERCK COM 58933Y105 5,849 -499 -7.86 525 -16.96 0.0594
2025-01-15 2024-12-31 13F MERCK COM 58933Y105 6,348 -55 -0.86 632 -13.20 0.0685
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 6,403 257 4.18 727 -4.34 0.0806
2024-08-13 2024-06-30 13F MERCK Stock 58933Y105 6,146 554 9.91 761 3.12 0.0955
2024-05-10 2024-03-31 13F MERCK Stock 58933Y105 5,592 -859 -13.32 738 4.84 0.1029
2024-02-09 2023-12-31 13F MERCK Stock 58933Y105 6,451 -15,477 -70.58 703 3.23 0.1067
2023-11-13 2023-09-30 13F MERCK Stock 58933Y105 21,928 15,779 256.61 681 -3.95 0.1252
2023-08-14 2023-06-30 13F MERCK Stock 58933Y105 6,149 -75 -1.21 710 7.10 0.1305
2023-05-17 2023-03-31 13F/A-1 MERCK Stock 58933Y105 6,224 864 16.12 662 11.45 0.1177
2023-05-15 2023-03-31 13F MERCK Stock 58933Y105 6,224 864 662 0.1177
2023-02-15 2022-12-31 13F MERCK Stock 58933Y105 5,360 252 4.93 595 35.00 0.1175
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 5,108 -95 -1.83 440 -7.17 0.1004
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 5,203 18 0.35 474 11.27 0.1057
2022-05-13 2022-03-31 13F MERCK Stock 58933Y105 5,185 20 0.39 426 7.58 0.0905
2022-02-14 2021-12-31 13F MERCK Stock 58933Y105 5,165 178 3.57 396 5.88 0.0873
2021-11-15 2021-09-30 13F MERCK Stock 58933Y105 4,987 178 3.70 374 0.00 0.0909
2021-08-16 2021-06-30 13F MERCK Stock 58933Y105 4,809 363 8.16 374 9.36 0.0940
2021-05-10 2021-03-31 13F MERCK Stock 58933Y105 4,446 800 21.94 342 21.28 0.0887
2020-07-27 2020-06-30 13F MERCK Stock 58933Y105 3,646 16 0.44 282 1.08 0.0933
2020-04-27 2020-03-31 13F MERCK Stock 58933Y105 3,630 -231 -5.98 279 -20.51 0.1103
2020-01-29 2019-12-31 13F MERCK Stock 58933Y105 3,861 79 2.09 351 10.03 0.1122
2019-11-12 2019-09-30 13F MERCK Stock 58933Y105 3,782 213 5.97 319 6.69 0.1108
2019-08-07 2019-06-30 13F MERCK Stock 58933Y105 3,569 -56 -1.54 299 -0.99 0.1112
2019-05-07 2019-03-31 13F MERCK Stock 58933Y105 3,625 61 1.71 302 11.03 0.1269
2019-02-04 2018-12-31 13F MERCK Stock 58933Y105 3,564 -140 -3.78 272 3.42 0.1411
2018-11-13 2018-09-30 13F MERCK Stock 58933Y105 3,704 10 0.27 263 17.41 0.1217
2018-08-13 2018-06-30 13F MERCK COM 58933Y105 3,694 115 3.21 224 15.46 0.1246
2018-04-30 2018-03-31 13F MERCK COM 58933Y105 3,579 294 8.95 194 5.43 0.1150
2018-02-22 2017-12-31 13F MERCK COM 58933Y105 3,285 3,285 184 0.1322
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.