MRK β€” MERCK & CO INC

Ownership history in Capital Group Private Client Services, Inc.  Β·  17 quarters on record

AI Ownership Summary

Capital Group Private Client Services, Inc. reported MERCK & CO INC (MRK) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.15% in 2024 Q2. The latest visible filing shows MRK at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Group Private Client Services, Inc.'s position in MERCK & CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MRK was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital Group Private Client Services, Inc. held MRK β€” position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,641 -90,339 -94.1% 0.01% $473K 2025-11-13 $91.46
2025 Q2 ADDED 95,980 +20,760 +27.6% 0.07% $7.6M 2025-08-13 $80.61
2025 Q1 REDUCED 75,220 -415 -0.5% 0.07% $6.8M 2025-05-12 $77.61
2024 Q4 REDUCED 75,635 -47,021 -38.3% 0.07% $7.5M 2025-02-13 $80.76
2024 Q3 REDUCED 122,656 -981 -0.8% 0.13% $13.9M 2024-11-13 $93.48
2024 Q2 ADDED 123,637 +77,479 +167.9% 0.15% $15.3M 2024-08-13 $107.84
2024 Q1 ADDED 46,158 +13,499 +41.3% 0.06% $6.1M 2024-05-14 $120.58
2023 Q4 REDUCED 32,659 -10,020 -23.5% 0.04% $3.6M 2024-02-13 $116.81
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MRK

As of 2026 Q1 β€” sorted by position size

Employees Provident Fund Board 3.59% NEVILLE RODIE & SHAW INC 3Y 7Y 0.77% Hamrick Investment Counsel, llc 0.14%

FAQ About Capital Group Private Client Services, Inc. and MRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Group Private Client Services, Inc. reported owning MRK?

Capital Group Private Client Services, Inc. reported MRK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MRK position in Capital Group Private Client Services, Inc.'s portfolio?

The largest reported portfolio weight for MRK was 0.15% in 2024 Q2.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2025 Q3, when Capital Group Private Client Services, Inc. reported 5,641 shares, equal to 0.01% of portfolio, with an estimated market value of $473K.

What does the chart on this MRK ownership page compare?

The chart compares Capital Group Private Client Services, Inc.'s quarterly MRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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