MCDONALD PARTNERS LLC

Position in HY — Hyster-Yale, Inc.

CIK 1331074 Cleveland, OH

Position in HY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,451,766

+$252,374 QoQ

Shares Held

44,656

+10.6% QoQ

Ownership

0.249%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

MCDONALD PARTNERS LLC holds $2,482,428 across 4 Farm & Heavy Construction Machinery names. HY ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HY	Hyster-Yale, Inc. This page	44,656	$1,451,766
2	CAT	Caterpillar Inc	650	$460,499
3	DE	Deere & Co	751	$423,038
4	CNH	CNH Industrial N.V.	13,375	$147,125

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,451,766	44,656	+10.6%	Shares	Sole	2026-05-15
2025-12-31	$1,199,392	40,370	-13.3%	Shares	Sole	2026-02-02
2025-09-30	$1,715,648	46,545	+2.4%	Shares	Sole	2025-11-12
2025-06-30	$1,808,756	45,469	+5.9%	Shares	Sole	2025-08-12
2025-03-31	$1,783,312	42,930	+17.4%	Shares	Sole	2025-05-15
2024-12-31	$1,862,815	36,576	-6.5%	Shares	Sole	2025-01-31
2024-09-30	$2,493,598	39,103	-2.9%	Shares	Sole	2024-10-15
2024-06-30	$2,807,050	40,256	+0.9%	Shares	Sole	2024-07-17
2024-03-31	$2,560,639	39,904	-15.0%	Shares	Sole	2024-04-15
2023-12-31	$2,919,322	46,942	-0.4%	Shares	Sole	2024-02-12
2023-09-30	$2,101,679	47,144	+18.7%	Shares	Sole	2023-10-30
2023-06-30	$2,217,462	39,711	-3.2%	Shares	Sole	2023-07-17
2023-03-31	$2,046,038	41,011	+5.2%	Shares	Sole	2023-04-19
2022-12-31	$986,988	38,996	-3.5%	Shares	Sole	2023-01-18
2022-09-30	$869,455	40,421	-18.8%	Shares	Sole	2022-10-21
2022-06-30	$1,603,460	49,766	-6.5%	Shares	Sole	2022-07-25
2022-03-31	$1,767,967	53,236	+12.2%	Shares	Sole	2022-04-29
2021-09-30	$2,385,138	47,456	-5.8%	Shares	Sole	2021-11-24
2021-06-30	$3,676,440	50,376	+5.7%	Shares	Sole	2021-11-24
2021-03-31	$4,153,533	47,676	-3.5%	Shares	Sole	2021-11-24
2020-12-31	$2,942,425	49,411	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.