KOC
HY icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Koss-Olinger Consulting's HY Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Hyster-Yale Materials Handling (HY) stake by 12% in Q1 2026, selling an estimated $39.6K and leaving 8,749 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #216.

Koss-Olinger Consulting first reported a position in HY in Q1 2025 and has held it in 5 quarters since. The position peaked at $511K in Q1 2025. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • Koss-Olinger Consulting held 8,749 shares of Hyster-Yale Materials Handling worth $284K as of Q1 2026.
  • Koss-Olinger Consulting sold 1,155 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $39.6K.
  • Hyster-Yale Materials Handling made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #216 holding.
  • Koss-Olinger Consulting first reported a position in Hyster-Yale Materials Handling in Q1 2025 and has held it in 5 quarters since.
  • Koss-Olinger Consulting's Hyster-Yale Materials Handling position peaked at $511K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.