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Koss-Olinger Consulting’s Hyster-Yale Materials Handling HY Stock Holding History

Koss-Olinger Consulting’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,749
Closed -$284K – 213
2026
Q1 		$284K Sell
8,749
-1,155
-12% -$39.6K 0.02% 216
2025
Q4 		$294K Sell
9,904
-1,499
-13% -$49.4K 0.02% 229
2025
Q3 		$454K Hold
11,403
– – 0.04% 221
2025
Q2 		$454K Sell
11,403
-895
-7% -$35.7K 0.04% 221
2025
Q1 		$511K Buy
+12,298
New +$612K 0.04% 194

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Koss-Olinger Consulting's HY Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Hyster-Yale Materials Handling (HY) in Q2 2026, closing a stake of 8,749 shares — an estimated $284K sold.

Koss-Olinger Consulting first reported a position in HY in Q1 2025 and held it in 5 quarters. The position peaked at $511K in Q1 2025. 151 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining Hyster-Yale Materials Handling position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 8,749 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $284K.
  • Koss-Olinger Consulting first reported a position in Hyster-Yale Materials Handling in Q1 2025 and held it in 5 quarters.
  • Koss-Olinger Consulting's Hyster-Yale Materials Handling position peaked at $511K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.