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Livermore
Livermore
ZHEN

McDonald Partners LLC

SEC CIK
0001331074
Latest filing
Jul 28, 2026

HY holding history

Hyster-Yale, Inc. in every 13F filed by McDonald Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HY overviewAll 13F holders of HYFull Q2 2026 holdings

Shares (Q2 2026)
38,406
Value
$1.35M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of HY by McDonald Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,406$1.35M0.3%−6,250−14.0%ReducedHolders
Q1 202644,656$1.45M0.3%+4,286+10.6%AddedHolders
Q4 202540,370$1.20M0.4%−6,175−13.3%ReducedHolders
Q3 202546,545$1.72M0.5%+1,076+2.4%AddedHolders
Q2 202545,469$1.81M0.4%+2,539+5.9%AddedHolders
Q1 202542,930$1.78M0.5%+6,354+17.4%AddedHolders
Q4 202436,576$1.86M0.5%−2,527−6.5%ReducedHolders
Q3 202439,103$2.49M0.6%−1,153−2.9%ReducedHolders
Q2 202440,256$2.81M0.8%+352+0.9%AddedHolders
Q1 202439,904$2.56M0.7%−7,038−15.0%ReducedHolders
Q4 202346,942$2.92M0.9%−202−0.4%ReducedHolders
Q3 202347,144$2.10M0.7%+7,433+18.7%AddedHolders
Q2 202339,711$2.22M0.7%−1,300−3.2%ReducedHolders
Q1 202341,011$2.05M0.7%+2,015+5.2%AddedHolders
Q4 202238,996$987.0K0.3%−1,425−3.5%ReducedHolders
Q3 202240,421$869.0K0.3%−9,345−18.8%ReducedHolders
Q2 202249,766$1.60M0.4%−3,470−6.5%ReducedHolders
Q1 202253,236$1.77M0.4%+53,236NewHolders
Q4 20210$00.0%−47,456−100.0%Sold outHolders
Q3 202147,456$2.38M0.6%−2,920−5.8%ReducedHolders
Q2 202150,376$3.68M0.9%+2,700+5.7%AddedHolders
Q1 202147,676$4.15M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.