SEC 13F Intelligence

Keystone Financial Planning, Inc. / MRK

Keystone Financial Planning, Inc.’s Merck & Co Inc Position

Does Keystone Financial Planning, Inc. own Merck & Co Inc (MRK)? Not currently — the last reported position was 92.4K shares worth $8M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q1 2022
Shares
92.4K
% of Portfolio
+2.54%
Quarters Held
4
position exited

Position History MRK

Reported value by quarter
Q2 ’21: $6MQ2 ’21Q3 ’21: $7MQ3 ’21Q4 ’21: $7MQ4 ’21Q1 ’22: $8MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202292.4K$8M+2.54%
Q4 202193.0K$7M+2.43%
Q3 202190.0K$7M+2.46%
Q2 202175.7K$6M+2.13%

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