PQUS · Exit · 1d
weight 0.070% → 0 (exited)·stock down 5.5% in the 30 days before
Jun 4·entry $756.95·now $779.80
+3.02%
since Jun 4
MCK
GrowthMCKESSON CORP
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions. The company distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products; delivers products to retail pharmacies, hospitals, long-term care centers, clinics, and institutions; and provides logistics and distribution services for manufacturers.
Close · 3M
-18.58%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals5
Win rate60% (3/5)
Avg buy return-1.63%
PQUS · New entry · 1d
The AI likely initiated a position in MCK due to its outstanding financial health, characterized by a stellar 39.43% Return on Equity and robust 15.49% revenue growth. This suggests the algorithm prioritizes companies with strong profitability and proven expansion. For retail investors, this illustrates that AI often targets high-quality businesses with powerful fundamentals, even if traditional valuation metrics are not exceptionally low.
weight 0 → 0.110% (new)·stock down 15.7% in the 30 days before
May 10·entry $725.17·now $779.80Drifting
+7.53%
since May 10
QRFT · Exit · 1d
MCKESSON CORP currently trades at $736.78, placing it at 74% of its 52-week high, following a -12.5% return over the past 30 days and a -10.2% decline in 90 days, despite a +2.4% gain over one year. This recent downward price trajectory, a key input for the Qraft AI's methodology that integrates traditional momentum factors with proprietary alternative data, likely signaled a reduced alignment with the fund's requirements for its US large-cap core portfolio. Even with a PER of 18.55, a PBR of 4.29, 12.36% revenue growth, and a 39.43% ROE, the AI manager's weekly rebalance criteria, considering value, momentum, quality, and low-volatility, led to the stock's complete removal from the QRFT portfolio on 2026-06-02, as its weight dropped to 0.0000%.
weight 0.190% → 0 (exited)·stock down 9.5% in the 30 days before
Jun 2·entry $736.78·now $779.80
+5.84%
since Jun 2
QRFT · Weight decrease · 2d
The AI-managed ETF is likely reducing its exposure to MCK due to a detected overvaluation or negative price momentum, indicating its models are flagging potential future underperformance despite strong past financials like revenue growth and ROE. Retail investors should view this systematic decrease as a signal to conduct further due diligence on MCK's current market valuation and technical trends, rather than solely relying on its robust historical performance.
weight 0.220% → 0.200% (-0.020 pp)·stock down 13.2% in the 30 days before
May 6·entry $743.67·now $779.80
+4.86%
since May 6
AIEQ · Exit · 1d
MCKESSON CORP's strong underlying financials, including a 12.36% revenue growth and 39.43% ROE, along with a PER of 18.74 and PBR of 4.29, align with a company AIEQ might typically consider under its fundamentals-plus-sentiment hybrid style. However, the fund's complete divestment of MCK on 2026-05-30 directly follows a significant period of price weakness, where the stock registered a -14.3% 30-day return and traded at $742.44, 75% below its 52-week high. Given Amplify ETFs' AIEQ uses IBM Watson NLP to ingest news, filings, and social posts, this sharp negative price movement and corresponding market narrative likely generated negative sentiment signals. These signals, detected by EquBot's system, would have prompted the AI-driven fund to remove MCK from its high-turnover portfolio, as the adverse sentiment overshadowed the company's otherwise solid financial metrics. This swift exit suggests that negative sentiment signals detected by Watson's analysis outweighed the positive fundamental indicators, triggering a sale decision within the fund's dynamic risk overlay.
weight 0.780% → 0 (exited)·stock down 9.7% in the 30 days before
May 30·entry $734.82·now $779.80
+6.12%
since May 30
AIEQ · Weight decrease · 2d
MCK's solid fundamentals, including a 39.43% ROE and 12.36% revenue growth alongside a 19.19 PER, initially aligned with AIEQ's broad market, fundamentals + sentiment hybrid style. However, the Amplify ETF's IBM Watson NLP system, ingesting a wide range of market data, likely detected a shift in sentiment or updated risk factors for McKesson as its price experienced an 11.4% decline over the prior 30 days, trading at $766.08 and 77% of its 52-week high. This market context prompted AIEQ's daily rebalancing mechanism to consecutively reduce its weight in McKesson, dropping from 0.82% on May 19th to 0.80% by May 22nd, reflecting the fund's dynamic response to current market intelligence.
weight 0.820% → 0.800% (-0.020 pp)·stock down 8.4% in the 30 days before
May 22·entry $766.08·now $779.80
+1.79%
since May 22
AIEQ · Weight increase · 3d
Amplify ETFs' AIEQ fund, which rebalances its 140-180 US stock portfolio daily, has increased its allocation to MCKESSON CORP, reflecting the continuous insights from IBM Watson NLP. This specific move, translating into a weight increase from 0.76% to 0.80% over recent days, suggests Watson's algorithms are detecting strengthening positive signals in news, filings, and social posts for the health care company. The system likely sees value in MCK, even as the stock experienced a -11.2% 30-day return, placing it at 76% of its 52-week high. EquBot's risk overlay would convert these higher daily rankings into a larger position, consistent with AIEQ's fundamentals and sentiment hybrid approach.
weight 0.760% → 0.800% (+0.040 pp)·stock down 12.3% in the 30 days before
May 17·entry $775.97·now $779.80Fresh
+0.49%
since May 17
AIEQ · Weight increase · 2d
The observed pattern in AIEQ’s MCK weighting is a recent, subtle upward creep, with the final two reported days showing small consecutive increases from 0.77% to 0.78% after a period of minor fluctuations. This gradual, daily adjustment is characteristic of AIEQ's high-turnover, daily rebalancing mandate, reflecting the EquBot engine's continuous processing of new information rather than large, sudden conviction shifts. Given MCK’s recent 30-day price decline of 11.2% and current position at 76% of its 52-week high, the IBM Watson NLP capabilities likely detected an evolving positive sentiment or favorable fundamental indicators emerging from news, filings, or social posts, despite the stock’s recent market underperformance. The fund's system likely interprets these signals as a potential re-evaluation opportunity for a company demonstrating sustained 12.36% revenue growth and a 39.43% return on equity, suggesting the underlying business health remains sound as sentiment potentially shifts.
weight 0.760% → 0.780% (+0.020 pp)·stock down 12.3% in the 30 days before
May 15·entry $760.57·now $779.80Drifting
+2.53%
since May 15
AIEQ · Weight decrease · 2d
The AI's consecutive weight decrease in MCK likely indicates a re-evaluation of the stock's valuation after a prior significant price appreciation, potentially prompting the algorithm to take profits or reduce exposure despite strong fundamentals. For retail investors, this emphasizes that even high-growth, high-ROE companies can reach valuation levels where sophisticated algorithms begin to rebalance, highlighting the importance of considering price multiples and risk management in investment decisions.
weight 0.870% → 0.780% (-0.090 pp)·stock down 13.4% in the 30 days before
May 7·entry $754.76·now $779.80
+3.32%
since May 7
AIEQ · Sudden change · 1d
The AI fund likely made a sudden, large increase in MCK's weight after re-evaluating its exceptionally strong fundamentals, particularly the 39.43% ROE and 15.49% revenue growth, indicating a high-conviction long-term opportunity. Retail investors should understand that AI models prioritize these robust financial metrics, and a sudden increase can signal that underlying quality is outweighing short-term factors, warranting deeper due diligence into such companies.
weight 0.380% → 0.870% (+0.490 pp)·stock down 6.7% in the 30 days before
May 3·entry $807.85·now $779.80
-3.47%
since May 3
AMOM · Exit · 1d
The AI ETF likely divested from MCK due to a perceived overvaluation, with its PER of 22.72 and PBR of 4.29, which likely triggered the AI to de-risk its portfolio despite strong revenue growth and ROE. The gradual reduction in portfolio weight preceding the full removal suggests the AI detected unfavorable market or technical signals. For retail investors, this highlights the importance of considering valuation metrics alongside growth and profitability, as AI models rigorously manage risk by exiting positions when perceived returns no longer justify a premium.
weight 1.420% → 0 (exited)·stock down 8.6% in the 30 days before
May 4·entry $807.85·now $779.80
-3.47%
since May 4
AMOM · Weight decrease · 3d
The AI-managed ETF likely initiated consecutive weight decreases for MCK due to its relatively high valuation multiples (PER 22.8, PBR 4.29) which, despite strong fundamentals, may have prompted a tactical rebalancing towards more attractive risk-reward opportunities. Retail investors should interpret this as a prompt to carefully consider a stock's current valuation in light of broader market opportunities, recognizing that AI often prioritizes dynamic adjustments based on relative value.
weight 1.490% → 1.420% (-0.070 pp)·stock down 6.7% in the 30 days before
May 1·entry $814.02·now $779.80
-4.20%
since May 1
AMOM · Weight decrease · 2d
The AI ETF likely initiated the consecutive weight decrease because, despite MCK's strong revenue growth and ROE, its valuation metrics (PER 22.97, PBR 4.29) were deemed stretched or less attractive compared to other opportunities. This indicates a proactive rebalancing or profit-taking strategy by the AI. For retail investors, this underscores that AI-driven funds use complex models to assess valuation and risk, prompting adjustments even for fundamentally strong companies, highlighting the importance of diversification and a holistic view beyond basic growth metrics.
weight 1.490% → 1.430% (-0.060 pp)·stock down 5.8% in the 30 days before
Apr 30·entry $815.20·now $779.80
-4.34%
since Apr 30
AMOM · Weight decrease · 2d
The AI ETF's consecutive weight decrease in MCK suggests its models are trimming exposure due to valuation concerns, as the high PER and PBR indicate the stock may be overextended despite robust revenue growth and ROE. For retail investors, this serves as a signal to re-evaluate MCK's current market valuation against its growth prospects and consider if better risk-adjusted opportunities exist elsewhere in the market.
weight 1.500% → 1.450% (-0.050 pp)·stock down 4.1% in the 30 days before
Apr 27·entry $828.32·now $779.80
-5.86%
since Apr 27
AMOM · Weight decrease · 7d
weight 1.650% → 1.490% (-0.160 pp)·stock down 5.4% in the 30 days before
Apr 22·entry $829.23·now $779.80
-5.96%
since Apr 22
AMOM · Weight decrease · 7d
weight 1.660% → 1.520% (-0.140 pp)·stock down 4.9% in the 30 days before
Apr 21·entry $842.25·now $779.80
-7.41%
since Apr 21
AMOM · Weight decrease · 7d
weight 1.700% → 1.540% (-0.160 pp)·stock down 4.4% in the 30 days before
Apr 20·entry $859.04·now $779.80
-9.22%
since Apr 20
AMOM · Weight decrease · 7d
weight 1.720% → 1.550% (-0.170 pp)·stock down 5.9% in the 30 days before
Apr 17·entry $866.38·now $779.80
-9.99%
since Apr 17
AMOM · Weight decrease · 7d
weight 1.780% → 1.570% (-0.210 pp)·stock down 7.9% in the 30 days before
Apr 16·entry $867.34·now $779.80
-10.09%
since Apr 16
AMOM · Weight decrease · 6d
weight 1.780% → 1.610% (-0.170 pp)·stock down 8.5% in the 30 days before
Apr 15·entry $863.42·now $779.80
-9.68%
since Apr 15
-9.91%
since Apr 10
-10.72%
since Apr 9
-10.49%
since Apr 8
-8.97%
since Apr 7
-10.61%
since Apr 1
AMOM · Weight increase · 3d
stock down 12.9% in the 30 days before
Mar 30·entry $860.19·now $779.80Fresh
-9.35%
since Mar 30
AMOM · Weight increase · 2d
stock down 11.7% in the 30 days before
Mar 27·entry $860.16·now $779.80Fresh
-9.34%
since Mar 27
-13.25%
since Mar 19
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 18
Several AI ETFs, specifically AIEQ and PQUS, have shown recent positive activity, either increasing weight or initiating new positions in McKesson Corp, while AMOM exited. This contrasts with the framework's "Fail" verdict, which stems from insufficient data to confirm the company's long-term financial health and establish a margin of safety for a value investment.
- Circle of CompetenceMcKesson operates in the stable and essential pharmaceutical distribution industry, allowing for reasonably predictable long-term cash flow projections despite regulatory complexities.
- Economic MoatMcKesson possesses a strong economic moat derived from its immense scale, efficient logistics, and high switching costs for customers in the concentrated pharmaceutical distribution market.
- ManagementWithout access to shareholder letters or detailed capital allocation reports, assessing management's candor, capital allocation discipline, or skin in the game is not possible with the provided data.
- Financial HealthWhile the most recent ROE of 39.43% is excellent, the provided data is insufficient to assess the 10-year average ROE, historical operating margins, debt manageability, or owner earnings trend.
- Margin of SafetyWithout a conservative estimate of intrinsic value based on projected owner earnings, it is not possible to determine if the current market price offers a sufficient margin of safety.
McKesson Corp. operates in a predictable industry with a strong economic moat based on scale and distribution network. However, the lack of comprehensive historical financial data prevented a full assessment of its financial health and long-term owner earnings. Crucially, without a conservative intrinsic value estimate, a margin of safety could not be determined, leading to a "Fail" verdict within this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.