KELLEHER FINANCIAL ADVISORS

Position in EL — Estee Lauder Companies Inc

CIK 1507971 NEW YORK, NY

Position in EL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$69,160

+$37,725 QoQ

Shares Held

876

+100.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#620

of 823 holders

Holding Since

Sep 2020

15 quarters on record

Consumer Defensive · as of Jun 30, 2026

KELLEHER FINANCIAL ADVISORS holds $1,704,078 across 6 Household & Personal Products names. EL ranks #2 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	10,745	$1,575,646
2	EL	Estee Lauder Companies Inc This page	876	$69,160
3	CL	Colgate Palmolive Co	441	$40,430
4	KVUE	Kenvue Inc.	606	$11,580
5	UL	Unilever PLC	88	$5,290
6	SPB	Spectrum Brands Holdings, Inc.	23	$1,972

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,160	876	+100.0%	Shares	Sole	2026-08-06
2026-03-31	$31,435	438	0.0%	Shares	Sole	2026-05-08
2025-12-31	$45,867	438	0.0%	Shares	Sole	2026-01-20
2025-09-30	$38,596	438	-53.3%	Shares	Sole	2025-11-14
2023-03-31	$231,179	938	0.0%	Shares	Sole	2024-04-25
2022-12-31	$232,727	938	+0.1%	Shares	Sole	2024-04-25
2022-09-30	$202,298	937	0.0%	Shares	Sole	2022-11-14
2022-06-30	$238,625	937	0.0%	Shares	Sole	2022-08-15
2022-03-31	$255,163	937	0.0%	Shares	Sole	2022-05-16
2021-12-31	$346,877	937	0.0%	Shares	Sole	2022-02-15
2021-09-30	$281,034	937	0.0%	Shares	Sole	2021-11-15
2021-06-30	$298,040	937	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$272,235	936	+0.1%	Shares	Sole	2021-05-13
2020-12-31	$248,887	935	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$203,845	934	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.