Capital Advantage, Inc.

Position in MRK — Merck & Co., Inc.

CIK 1628896 Walnut Creek, CA

Position in MRK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$998,059

+$14,929 QoQ

Shares Held

7,767

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#2,123

of 3,769 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Capital Advantage, Inc. holds $3,879,621 across 4 Drug Manufacturers - General names. MRK ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	5,188	$1,317,596
2	MRK	Merck & Co., Inc. This page	7,767	$998,059
3	AMGN	Amgen Inc	2,474	$895,884
4	LLY	ELI LILLY & Co	557	$668,082

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$998,059	7,767	-5.0%	Shares	Sole	2026-07-13
2026-03-31	$983,130	8,173	-3.5%	Shares	Sole	2026-04-13
2025-12-31	$891,867	8,473	+3.9%	Shares	Sole	2026-01-07
2025-09-30	$684,365	8,154	-0.9%	Shares	Sole	2025-10-22
2025-06-30	$651,565	8,231	-13.6%	Shares	Sole	2025-07-11
2025-03-31	$855,143	9,527	0.0%	Shares	Sole	2025-04-10
2024-12-31	$947,745	9,527	-13.4%	Shares	Sole	2025-02-14
2023-06-30	$1,269,982	11,006	-22.6%	Shares	Sole	2023-08-07
2023-03-31	$1,513,291	14,224	-0.9%	Shares	Sole	2023-05-05
2022-12-31	$1,592,465	14,353	+0.7%	Shares	Sole	2023-01-24
2022-09-30	$1,227,898	14,258	+11.7%	Shares	Sole	2022-10-31
2022-06-30	$1,163,329	12,760	-0.5%	Shares	Sole	2022-07-21
2022-03-31	$1,052,127	12,823	-5.4%	Shares	Sole	2022-05-10
2021-12-31	$1,038,625	13,552	+12.7%	Shares	Sole	2022-01-21
2021-09-30	$903,423	12,028	-12.1%	Shares	Sole	2021-10-07
2021-06-30	$1,064,515	13,688	-0.4%	Shares	Sole	2021-08-16
2021-03-31	$1,059,910	13,749	+12.8%	Shares	Sole	2021-04-26
2020-12-31	$996,814	12,186	+1.6%	Shares	Sole	2021-02-17
2020-09-30	$994,736	11,992	-1.2%	Shares	Sole	2020-11-12
2020-06-30	$938,167	12,132	0.0%	Shares	Sole	2020-08-13
2020-03-31	$933,435	12,132	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.