Advisor Insights: Election Weather, a Fee War, and Inflation’s Return
Published . Updated .
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This report is about defense and inflation and prices.
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.
- TIP iShares TIPS Bond ETF-0.0% 30d
iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.
- WMT Walmart+20.2% 30d
Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- COST Costco Wholesale+16.7% 30d
Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- PG The Procter & Gamble+12.8% 30d
The Procter & Gamble (soap, detergents, cleang preparations, perfumes, cosmetics): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
- KO The Coca-Cola+8.8% 30d
The Coca-Cola (beverages): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | +2.67% | +5.93% | base | +1.68% | after close | after close | after close |
| XAR | +6.16% | +9.25% | base | +4.56% | after close | after close | after close |
| TIP | +0.43% | -0.14% | base | +0.07% | after close | after close | after close |
| WMT | -3.29% | -2.27% | base | -1.80% | after close | after close | after close |
| COST | -5.04% | -4.40% | base | -0.92% | after close | after close | after close |
| PG | -3.29% | -3.00% | base | -0.66% | after close | after close | after close |
| KO | -1.71% | -1.02% | base | +0.26% | after close | after close | after close |
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.
Advisor Insights: Election Weather, a Fee War, and Inflation’s Return The Motley Fool
Source: The Motley Fool
Defense
| Company | When | Move | Status |
|---|---|---|---|
| COST | that day | -0.92% | still updating |
| COST | three days earlier | -4.40% | final price |
| COST | five days earlier | -5.04% | final price |
| ITA | that day | +1.68% | still updating |
| ITA | three days earlier | +5.93% | final price |
| ITA | five days earlier | +2.67% | final price |
| KO | that day | +0.26% | still updating |
| KO | three days earlier | -1.02% | final price |
| KO | five days earlier | -1.71% | final price |
| PG | that day | -0.66% | still updating |
| PG | three days earlier | -3.00% | final price |
| PG | five days earlier | -3.29% | final price |
| TIP | that day | +0.07% | still updating |
| TIP | three days earlier | -0.14% | final price |
| TIP | five days earlier | +0.43% | final price |
| WMT | that day | -1.80% | still updating |
| WMT | three days earlier | -2.27% | final price |
| WMT | five days earlier | -3.29% | final price |
| XAR | that day | +4.56% | still updating |
| XAR | three days earlier | +9.25% | final price |
| XAR | five days earlier | +6.16% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Jonathan Jackson sold Walmart (WMT) (jointly held), worth $50,001 - $100,000 on 28 Sep 2026. That is 39 days before publication. Filed 19 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST), worth $100,001 - $250,000 on 13 Oct 2026. That is 24 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Pete Sessions sold Costco Wholesale (COST) (held by a spouse), worth $250,001 - $500,000 on 2 Oct 2026. That is 35 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Costco Wholesale (COST) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. David J. Taylor sold Procter & Gamble (PG), worth $1,001 - $15,000 on 12 Oct 2026. That is 25 days before publication. Filed 15 Oct 2026. View the filing.
- Rep. Pete Sessions sold Procter & Gamble (PG), worth $1,001 - $15,000 on 8 Oct 2026. That is 29 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Procter & Gamble (PG) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern bought Coca Cola (KO) (jointly held), worth $1,001 - $15,000 on 31 Aug 2026. That is 67 days before publication. Filed 25 Sep 2026. View the filing.
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).
How solid the defense case looks
12 out of 100Price not final
“Advisor Insights: Election Weather, a Fee War, and Inflation’s Return” scores 12 out of 100. The score uses 1 sources. The price is not final yet.