Cape Investment Advisory, Inc.

Position in MRK — Merck & Co., Inc.

CIK 1944437 MCDONOUGH, GA

Position in MRK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$342,452

+$52,072 QoQ

Shares Held

2,665

+10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#3,048

of 3,769 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $3,326,940 across 15 Drug Manufacturers - General names. MRK ranks #5 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	2,880	$731,432
2	LLY	ELI LILLY & Co	464	$556,535
3	GSK	GSK plc	9,228	$483,731
4	ABBV	AbbVie Inc.	1,417	$356,573
5	MRK	Merck & Co., Inc. This page	2,665	$342,452
6	PFE	Pfizer Inc	12,694	$305,671
7	AMGN	Amgen Inc	631	$228,497
8	NVS	Novartis AG	747	$117,069

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,452	2,665	+10.4%	Shares	Sole	2026-07-23
2026-03-31	$290,380	2,414	+157.9%	Shares	Sole	2026-05-15
2025-12-31	$98,522	936	+86.8%	Shares	Sole	2026-02-17
2025-09-30	$42,048	501	-56.5%	Shares	Sole	2025-12-29
2025-06-30	$91,113	1,151	-8.4%	Shares	Sole	2025-08-19
2025-03-31	$112,828	1,257	-7.2%	Shares	Sole	2025-05-16
2024-12-31	$134,795	1,355	+44.8%	Shares	Sole	2025-02-05
2024-09-30	$106,292	936	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$115,753	935	+0.1%	Shares	Sole	2024-08-15
2024-03-31	$123,241	934	-12.0%	Shares	Defined	2024-06-21
2023-12-31	$115,670	1,061	+5.9%	Shares	Sole	2024-02-12
2023-09-30	$103,155	1,002	-2.3%	Shares	Defined	2023-11-07
2023-06-30	$118,390	1,026	+0.1%	Shares	Sole	2023-10-12
2023-03-31	$109,049	1,025	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.