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McKesson Corporation

MCK

Healthcare · 860.44 +2.5% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

McKesson Corporation's move is being confirmed by its market group.

MCK accounts for 7.9% of the group's measured movement across 2.9 effective names. raw member direction is mixed; 0 of 4 SPY-adjusted paths align to the mixed. Capital-flow agreement is 21%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveIndependent mover#4 of 4 by movement share
Group movement share7.9%Absolute path energy—not portfolio weight
Relative path+0.28%mixed
Effective breadth2.9 / 4concentrated
Relative alignment0/4mixed path · 0 counter-moving
Capital-flow agreement21%not yet clean
SEQUENCE READ

UHS moved materially before MCK. MCK crossed its material path threshold at 10:25 ET. EHC, ENSG followed.

What changed
  • Revenue increased 7.7% versus the comparable filing period.
  • Net income decreased 21.7% versus the comparable filing period.
EVIDENCE COVERAGE

4 of 4 members in Healthcare Providers are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 3 of 4 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as SEM begins moving with the group.

Invalidation: The live read weakens if participation falls to 1 of 4 members or fewer.

Watch this read

Who this business touches

The relationships behind MCK

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CVS24.0% of MCKcustomerMay 8, 2026

Sales to our largest customer, CVS Health Corporation (“CVS”), accounted for approximately 24% of our total consolidated revenues in fiscal 2026.

WMTWalmart Inc.partnerMay 8, 2026

We also source generic pharmaceutical drugs through our ClarusONE Sourcing Services LLP joint venture with Walmart Inc.

Depended on by

MRK22.0% of MRKcustomerFeb 24, 2026

The Company’s customers with the largest accounts receivable balances are: McKesson Corporation, Cencora, Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 21 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

MCK is currently a Early Follower in the organic co-movement group Healthcare Providers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.