Geopolitics Alpha

8-K - Cencora, Inc. (0001140859) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Cencora filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: COR, XLY, MCK, CAH, SYY
  • Market reaction: XLY +3.1% after three sessions; COR +1.6% after three sessions; PFGC +16.0% after three sessions

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GEOPOLITICS ALPHA8-K - Cencora, Inc. (0001140859)(Filer)CORGEOPOLITICS ALPHA

8-K - Cencora filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • COR Cencora+10.2% 30d

    Named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+5.7% 30d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Cencora belongs to, so it often moves with news about it.

  • MCK McKesson+17.6% 30d

    McKesson is a peer of Cencora in drugs, proprietaries and druggists' sundries; rivals often move on the same news.

  • CAH Cardinal Health+5.7% 5d

    Cardinal Health is a peer of Cencora in drugs, proprietaries and druggists' sundries; rivals often move on the same news.

  • SYY Sysco-0.5% 30d

    Sysco is a large consumer company like Cencora; big names in a sector often move together.

  • USFD US Foods Holding

    US Foods Holding is a large consumer company like Cencora; big names in a sector often move together.

  • PFGC Performance Food Group+21.3% 30d

    Performance Food Group is a large consumer company like Cencora; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
COR-4.79%-2.84%base+3.91%-0.42%-2.10%+1.61%
XLY-1.73%-1.67%base+4.27%+0.01%+0.19%+3.09%
MCK-3.87%-0.45%base+6.90%+7.59%+6.07%+5.85%
CAH-3.25%-0.94%base+3.53%+6.31%+7.35%+8.34%
SYY+10.92%+11.86%base+3.81%+1.81%+3.77%+5.79%
USFD+0.50%+2.10%base+8.37%+6.08%+5.14%+8.43%
PFGC-0.17%+2.70%base+13.68%+14.02%+11.44%+15.97%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001140859-26-000038 Size: 965 KB Item 2.02: Results of Operations and Financial Condition Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

How far Cencora (COR) has moved since 4 Nov 2026

Since the first closing price after “8-K - Cencora, Inc. (0001140859) (Filer),” Cencora (COR) is +2.64%.

CompanyWhenMoveStatus
Cardinal Health (CAH)that day+3.53%final price
Cardinal Health (CAH)the next day+6.31%final price
Cardinal Health (CAH)two days later+7.35%final price
Cardinal Health (CAH)three days later+8.34%final price
Cardinal Health (CAH)three days earlier-0.94%final price
Cardinal Health (CAH)five days earlier-3.25%final price
Cencora (COR)that day+3.91%final price
Cencora (COR)the next day-0.42%final price
Cencora (COR)two days later-2.10%final price
Cencora (COR)three days later+1.61%final price
Cencora (COR)three days earlier-2.84%final price
Cencora (COR)five days earlier-4.79%final price
Mckesson (MCK)that day+6.90%final price
Mckesson (MCK)the next day+7.59%final price
Mckesson (MCK)two days later+6.07%final price
Mckesson (MCK)three days later+5.85%final price
Mckesson (MCK)three days earlier-0.45%final price
Mckesson (MCK)five days earlier-3.87%final price
Performance Food Group (PFGC)that day+13.68%final price
Performance Food Group (PFGC)the next day+14.02%final price
Performance Food Group (PFGC)two days later+11.44%final price
Performance Food Group (PFGC)three days later+15.97%final price
Performance Food Group (PFGC)three days earlier+2.70%final price
Performance Food Group (PFGC)five days earlier-0.17%final price
Sysco (SYY)that day+3.81%final price
Sysco (SYY)the next day+1.81%final price
Sysco (SYY)two days later+3.77%final price
Sysco (SYY)three days later+5.79%final price
Sysco (SYY)three days earlier+11.86%final price
Sysco (SYY)five days earlier+10.92%final price
US Foods Holding (USFD)that day+8.37%final price
US Foods Holding (USFD)the next day+6.08%final price
US Foods Holding (USFD)two days later+5.14%final price
US Foods Holding (USFD)three days later+8.43%final price
US Foods Holding (USFD)three days earlier+2.10%final price
US Foods Holding (USFD)five days earlier+0.50%final price
Select Sector Spdr Tr (XLY)that day+4.27%final price
Select Sector Spdr Tr (XLY)the next day+0.01%final price
Select Sector Spdr Tr (XLY)two days later+0.19%final price
Select Sector Spdr Tr (XLY)three days later+3.09%final price
Select Sector Spdr Tr (XLY)three days earlier-1.67%final price
Select Sector Spdr Tr (XLY)five days earlier-1.73%final price
COR

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Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - Cencora, Inc. (0001140859) (Filer)”

Companies mentioned with this story

  • COR Cencora

    In “8-K - Cencora, Inc. (0001140859) (Filer),” Cencora (COR) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> COR

  • XLY Select Sector Spdr Tr

    In “8-K - Cencora, Inc. (0001140859) (Filer),” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR holds the consumer sector that Cencora belongs to, so it often moves with news about it

  • MCK Mckesson

    In “8-K - Cencora, Inc. (0001140859) (Filer),” Mckesson (MCK) is linked, with no stored direction, medium confidence. Reason on file: McKesson is a peer of Cencora in drugs, proprietaries and druggists' sundries; rivals often move on the same news

  • CAH Cardinal Health

    In “8-K - Cencora, Inc. (0001140859) (Filer),” Cardinal Health (CAH) is linked, with no stored direction, medium confidence. Reason on file: Cardinal Health is a peer of Cencora in drugs, proprietaries and druggists' sundries; rivals often move on the same news

  • SYY Sysco

    In “8-K - Cencora, Inc. (0001140859) (Filer),” Sysco (SYY) is linked, with no stored direction, medium confidence. Reason on file: Sysco is a large consumer company like Cencora; big names in a sector often move together

  • USFD US Foods Holding

    In “8-K - Cencora, Inc. (0001140859) (Filer),” US Foods Holding (USFD) is linked, with no stored direction, medium confidence. Reason on file: US Foods Holding is a large consumer company like Cencora; big names in a sector often move together

  • PFGC Performance Food Group

    For “8-K - Cencora, Inc. (0001140859) (Filer),” Performance Food Group (PFGC) is linked, with no stored direction, medium confidence. Reason on file: Performance Food Group is a large consumer company like Cencora; big names in a sector often move together

How “8-K - Cencora, Inc. (0001140859) (Filer)” reaches Cencora (COR)

“8-K - Cencora, Inc. (0001140859) (Filer)” (4 Nov 2026) reaches Cencora (COR) through this story.

What ties Cencora (COR) to the headline is this: SEC 8-K filing -> direct issuer disclosure -> COR

A second company, Select Sector Spdr Tr (XLY), is listed for a different reason: Consumer Discretionary Select Sector SPDR holds the consumer sector that Cencora belongs to, so it often moves with news about it

The price range for Cencora (COR), and the dates in the story

COR traded between 318.95 and 362.82 across 20 sessions. The latest close on file is 348.67. MCK traded between 953.82 and 1118.39 across 20 sessions. The latest close on file is 1084.68. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

What the saved facts support for Cencora (COR)

46 out of 100

“8-K - Cencora, Inc. (0001140859) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.