SEC 13F Intelligence

Capital Investment Advisors, LLC / MRK

Capital Investment Advisors, LLC’s Merck & Co Inc Position

Does Capital Investment Advisors, LLC own Merck & Co Inc (MRK)? Yes369.8K shares worth $44M (+0.65% of its 13F portfolio) as of Q1 2026, up from 362.8K shares the prior filed quarter.

Position Value
$44M
Q1 2026
Shares
369.8K
% of Portfolio
+0.65%
Quarters Held
29
currently held

Position History MRK

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $12MQ2 ’20: $13MQ3 ’20: $17MQ4 ’20: $20MQ4 ’20Q1 ’21: $21MQ2 ’21: $23MQ3 ’21: $23MQ4 ’21: $23MQ4 ’21Q1 ’22: $25MQ2 ’22: $28MQ3 ’22: $28MQ4 ’22: $41,733Q4 ’22Q1 ’23: $42MQ3 ’23: $32MQ4 ’23: $34MQ1 ’24: $42MQ1 ’24Q2 ’24: $39MQ3 ’24: $36MQ4 ’24: $32MQ1 ’25: $30MQ1 ’25Q2 ’25: $28MQ3 ’25: $31MQ4 ’25: $38MQ1 ’26: $44MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026369.8K$44M+0.65%
Q4 2025362.8K$38M+0.58%
Q3 2025363.9K$31M+0.50%
Q2 2025349.9K$28M+0.49%
Q1 2025336.9K$30M+0.59%
Q4 2024320.6K$32M+0.65%
Q3 2024317.7K$36M+0.74%
Q2 2024315.8K$39M+0.88%
Q1 2024316.2K$42M+0.97%
Q4 2023315.4K$34M+0.86%
Q3 2023315.1K$32M+0.90%
Q1 2023392.1K$42M+1.23%
Q4 2022376.1K$41,733+1.26%
Q3 2022326.8K$28M+0.96%
Q2 2022310.7K$28M+0.94%
Q1 2022302.8K$25M+0.76%
Q4 2021297.9K$23M+0.70%
Q3 2021311.1K$23M+0.79%
Q2 2021294.7K$23M+0.79%
Q1 2021271.8K$21M+0.79%
Q4 2020239.6K$20M+0.82%
Q3 2020209.2K$17M+0.83%
Q2 2020162.4K$13M+0.65%
Q1 2020151.2K$12M+0.74%
Q4 2019121.9K$11M+0.43%
Q3 2019124.5K$10M+0.55%
Q2 2019132.9K$11M+0.61%
Q1 2019133.5K$11M+0.65%
Q4 2018140.5K$11M+0.72%

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