SEC 13F Intelligence

Coe Capital Management, LLC / MRK

Coe Capital Management, LLC’s Merck & Co Inc Position

Does Coe Capital Management, LLC own Merck & Co Inc (MRK)? Yes — 22.1K shares worth $2M (+1.62% of its 13F portfolio) as of Q2 2021, up from 22.0K shares the prior filed quarter.

Position Value
$2M
Q2 2021
Shares
22.1K
% of Portfolio
+1.62%
Quarters Held
5
currently held

Position History MRK

Reported value by quarter
Q1 ’20: $1MQ1 ’20Q2 ’20: $2MQ2 ’20Q3 ’20: $2MQ3 ’20Q4 ’20: $2MQ4 ’20Q2 ’21: $2MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202122.1K$2M+1.62%
Q4 202022.0K$2M+1.97%
Q3 202022.6K$2M+2.52%
Q2 202020.4K$2M+2.34%
Q1 202019.1K$1M+2.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coe Capital Management, LLC’s full portfolio or all institutional holders of MRK.