MP
HY icon

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
Q2 		$1.35M Sell
38,406
-6,250
-14% -$227K 0.33% 85
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 $6.73T AUM 46.02% 1-Year Est. Return
GI
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 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 $3.37T AUM 44.26% 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

McDonald Partners's HY Position: Q2 2026 in Review

McDonald Partners reduced its Hyster-Yale Materials Handling (HY) stake by 14% in Q2 2026, selling an estimated $227K and leaving 38,406 shares worth $1.35M. The position accounts for 0.33% of the portfolio, ranked #85.

McDonald Partners first reported a position in HY in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.15M in Q1 2021. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • McDonald Partners held 38,406 shares of Hyster-Yale Materials Handling worth $1.35M as of Q2 2026.
  • McDonald Partners sold 6,250 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $227K.
  • Hyster-Yale Materials Handling made up 0.33% of McDonald Partners's portfolio in Q2 2026, its #85 holding.
  • McDonald Partners first reported a position in Hyster-Yale Materials Handling in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Hyster-Yale Materials Handling position peaked at $4.15M in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.