Geopolitics Alpha

8-K - MCKESSON CORP (0000927653) (Filer)

Published . Updated .

Key takeaways

  • 8-K - MCKESSON filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: MCK, XLY, COR, CAH, SYY
  • Market reaction: MCK +1.4% after three sessions; XLY −1.0% after three sessions; CAH +5.7% after three sessions

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GEOPOLITICS ALPHA8-K - MCKESSON CORP (0000927653)(Filer)MCKGEOPOLITICS ALPHA

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

Directly affected

  • MCK Mckesson+17.6% 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 McKesson belongs to, so it often moves with news about it.

  • COR Cencora+10.2% 30d

    Cencora is a peer of McKesson 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 McKesson 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 McKesson; big names in a sector often move together.

  • USFD US Foods Holding

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

  • PFGC Performance Food Group+21.3% 30d

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

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
MCK-8.19%-6.55%base+0.65%-0.77%-0.98%+1.44%
XLY-5.04%-3.43%base-4.05%-3.87%-1.09%-1.01%
COR-6.61%-4.56%base-4.16%-5.78%-2.21%-1.45%
CAH-4.13%-2.90%base+2.68%+3.69%+4.64%+5.70%
SYY+7.29%+6.24%base-1.92%-0.04%+1.91%+0.95%
USFD-6.54%-3.84%base-2.11%-2.97%+0.06%-0.07%
PFGC-11.07%-8.06%base+0.29%-1.97%+2.01%+1.22%

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: 0000927653-26-000279 Size: 949 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

The price since 4 Nov 2026: Mckesson (MCK) versus the S&P 500

Since the first closing price after “8-K - MCKESSON CORP (0000927653) (Filer),” Mckesson (MCK) is +1.18%.

CompanyWhenMoveStatus
Cardinal Health (CAH)that day+2.68%final price
Cardinal Health (CAH)the next day+3.69%final price
Cardinal Health (CAH)two days later+4.64%final price
Cardinal Health (CAH)three days later+5.70%final price
Cardinal Health (CAH)three days earlier-2.90%final price
Cardinal Health (CAH)five days earlier-4.13%final price
Cencora (COR)that day-4.16%final price
Cencora (COR)the next day-5.78%final price
Cencora (COR)two days later-2.21%final price
Cencora (COR)three days later-1.45%final price
Cencora (COR)three days earlier-4.56%final price
Cencora (COR)five days earlier-6.61%final price
Mckesson (MCK)that day+0.65%final price
Mckesson (MCK)the next day-0.77%final price
Mckesson (MCK)two days later-0.98%final price
Mckesson (MCK)three days later+1.44%final price
Mckesson (MCK)three days earlier-6.55%final price
Mckesson (MCK)five days earlier-8.19%final price
Performance Food Group (PFGC)that day+0.29%final price
Performance Food Group (PFGC)the next day-1.97%final price
Performance Food Group (PFGC)two days later+2.01%final price
Performance Food Group (PFGC)three days later+1.22%final price
Performance Food Group (PFGC)three days earlier-8.06%final price
Performance Food Group (PFGC)five days earlier-11.07%final price
Sysco (SYY)that day-1.92%final price
Sysco (SYY)the next day-0.04%final price
Sysco (SYY)two days later+1.91%final price
Sysco (SYY)three days later+0.95%final price
Sysco (SYY)three days earlier+6.24%final price
Sysco (SYY)five days earlier+7.29%final price
US Foods Holding (USFD)that day-2.11%final price
US Foods Holding (USFD)the next day-2.97%final price
US Foods Holding (USFD)two days later+0.06%final price
US Foods Holding (USFD)three days later-0.07%final price
US Foods Holding (USFD)three days earlier-3.84%final price
US Foods Holding (USFD)five days earlier-6.54%final price
Select Sector Spdr Tr (XLY)that day-4.05%final price
Select Sector Spdr Tr (XLY)the next day-3.87%final price
Select Sector Spdr Tr (XLY)two days later-1.09%final price
Select Sector Spdr Tr (XLY)three days later-1.01%final price
Select Sector Spdr Tr (XLY)three days earlier-3.43%final price
Select Sector Spdr Tr (XLY)five days earlier-5.04%final price
MCK

Trades by members of Congress and officials in the stocks in this story

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 - MCKESSON CORP (0000927653) (Filer)”

Companies mentioned with this story

  • MCK Mckesson

    In “8-K - MCKESSON CORP (0000927653) (Filer),” Mckesson (MCK) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> MCK

  • XLY Select Sector Spdr Tr

    Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - MCKESSON CORP (0000927653) (Filer).” Reason on file: Consumer Discretionary Select Sector SPDR holds the consumer sector that McKesson belongs to, so it often moves with news about it

  • COR Cencora

    In “8-K - MCKESSON CORP (0000927653) (Filer),” Cencora (COR) is linked, with no stored direction, medium confidence. Reason on file: Cencora is a peer of McKesson in drugs, proprietaries and druggists' sundries; rivals often move on the same news

  • CAH Cardinal Health

    For “8-K - MCKESSON CORP (0000927653) (Filer),” Cardinal Health (CAH) is linked, with no stored direction, medium confidence. Reason on file: Cardinal Health is a peer of McKesson in drugs, proprietaries and druggists' sundries; rivals often move on the same news

  • SYY Sysco

    In “8-K - MCKESSON CORP (0000927653) (Filer),” Sysco (SYY) is linked, with no stored direction, medium confidence. Reason on file: Sysco is a large consumer company like McKesson; big names in a sector often move together

  • USFD US Foods Holding

    US Foods Holding (USFD) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - MCKESSON CORP (0000927653) (Filer).” Reason on file: US Foods Holding is a large consumer company like McKesson; big names in a sector often move together

  • PFGC Performance Food Group

    Performance Food Group (PFGC) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - MCKESSON CORP (0000927653) (Filer).” Reason on file: Performance Food Group is a large consumer company like McKesson; big names in a sector often move together

How “8-K - MCKESSON CORP (0000927653) (Filer)” reaches Mckesson (MCK)

The 4 Nov 2026 story “8-K - MCKESSON CORP (0000927653) (Filer)” names Mckesson (MCK) because of this story.

The link for Mckesson (MCK) is this: SEC 8-K filing -> direct issuer disclosure -> MCK

Select Sector Spdr Tr (XLY) is here too. Its reason reads: Consumer Discretionary Select Sector SPDR holds the consumer sector that McKesson belongs to, so it often moves with news about it

Dates and price levels for Mckesson (MCK)

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.

How solid “8-K - MCKESSON CORP (0000927653) (Filer)” looks

46 out of 100

“8-K - MCKESSON CORP (0000927653) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.