MCK
Moving with its group (XLV +2.4%)
- MCK +1.87% on the last session vs SPY −0.25%: +2.1 pts of stock-specific move.
- The health care ETF (XLV) +2.4% (+2.7 pts vs SPY): the stock moved with its group.
- Aftermath, big gain (+1.9% today so far, past its big-gain line of +1.9%): After its 61 big gains in the past 5 years, MCK was higher a day later 37 times out of 61; half the outcomes fell between -0.6% and +1.4%. History, not a forecast.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: Leerink Partners maintained Outperform, raised target $1,030 → $1,070.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Jul 8, 2026 | Rick Larsen | House | Buy | $1K–$15K | Jul 12 |
| Jun 15, 2026 | Jonathan Jackson | House | Sell | $1K–$15K | Jul 15 |
| Apr 8, 2026 | Elizabeth Fletcher | House | Sell | $1K–$15K | May 1 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Feb 4, 2026 | Markwayne Mullin | Senate | Buy | $15K–$50K | Mar 2 |
| Jan 5, 2026 | Markwayne Mullin | Senate | Buy | $15K–$50K | Feb 4 |
| Dec 19, 2025 | Gilbert Cisneros | House | Sell | $1K–$15K | Jan 12 |
| Dec 2, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Jan 16 |
| Dec 2, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Jan 16 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Oct 8, 2025 | Jonathan Jackson | House | Sell | $1K–$15K | Nov 10 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 70,358 | $53.2M | 0.22% | +4% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q4 2025 | 11,274 | $9.2M | 0.2% | Feb 13 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 91,630 | $70.8M | 0.2% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves