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McDonald Partners’s Hyster-Yale Materials Handling HY Stock Holding History

McDonald Partners’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 		$1.45M Buy
44,656
+4,286
+11% +$147K 0.34% 81
2025
Q4 		$1.2M Sell
40,370
-6,175
-13% -$204K 0.38% 70
2025
Q3 		$1.72M Buy
46,545
+1,076
+2% +$42K 0.51% 52
2025
Q2 		$1.81M Buy
45,469
+2,539
+6% +$101K 0.43% 67
2025
Q1 		$1.78M Buy
42,930
+6,354
+17% +$316K 0.46% 63
2024
Q4 		$1.86M Sell
36,576
-2,527
-6% -$148K 0.48% 59
2024
Q3 		$2.49M Sell
39,103
-1,153
-3% -$75.2K 0.62% 46
2024
Q2 		$2.81M Buy
40,256
+352
+0.9% +$24K 0.75% 37
2024
Q1 		$2.56M Sell
39,904
-7,038
-15% -$452K 0.7% 40
2023
Q4 		$2.92M Sell
46,942
-202
-0.4% -$9.62K 0.87% 34
2023
Q3 		$2.1M Buy
47,144
+7,433
+19% +$344K 0.68% 40
2023
Q2 		$2.22M Sell
39,711
-1,300
-3% -$66.5K 0.68% 42
2023
Q1 		$2.05M Buy
41,011
+2,015
+5% +$73.9K 0.66% 41
2022
Q4 		$987K Sell
38,996
-1,425
-4% -$39.7K 0.34% 89
2022
Q3 		$869K Sell
40,421
-9,345
-19% -$291K 0.33% 89
2022
Q2 		$1.6M Sell
49,766
-3,470
-7% -$118K 0.41% 70
2022
Q1 		$1.77M Buy
+53,236
New +$2.1M 0.39% 73
2021
Q4 		– Sell
-47,456
Closed -$2.38M – 623
2021
Q3 		$2.38M Sell
47,456
-2,920
-6% -$179K 0.56% 49
2021
Q2 		$3.68M Buy
50,376
+2,700
+6% +$210K 0.87% 30
2021
Q1 		$4.15M Sell
47,676
-1,735
-4% -$152K 1.07% 18
2020
Q4 		$2.94M Buy
+49,411
New +$2.49M 0.83% 30

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

McDonald Partners's HY Position: Q1 2026 in Review

McDonald Partners increased its Hyster-Yale Materials Handling (HY) stake by 11% in Q1 2026, buying an estimated $147K and bringing the position to 44,656 shares worth $1.45M. The position accounts for 0.34% of the portfolio, ranked #81.

McDonald Partners first reported a position in HY in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.15M in Q1 2021. 148 funds tracked by Wall St. Rank hold HY as of Q1 2026.

  • McDonald Partners held 44,656 shares of Hyster-Yale Materials Handling worth $1.45M as of Q1 2026.
  • McDonald Partners bought 4,286 Hyster-Yale Materials Handling shares in Q1 2026, an estimated $147K.
  • Hyster-Yale Materials Handling made up 0.34% of McDonald Partners's portfolio in Q1 2026, its #81 holding.
  • McDonald Partners first reported a position in Hyster-Yale Materials Handling in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Hyster-Yale Materials Handling position peaked at $4.15M in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.