Position in EL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,977,956
+$5,625,077 QoQ
Shares Held
113,717
+143.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#146
of 823 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $389,337,187 across 19 Household & Personal Products names. EL ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,682,966 | $246,790,133 | |
| 2 | CL |
Colgate Palmolive Co
|
444,673 | $40,767,619 | |
| 3 | UL |
Unilever PLC
|
452,555 | $27,207,606 | |
| 4 | KMB |
Kimberly Clark Corp
|
164,876 | $18,098,437 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
126,939 | $12,297,849 | |
| 6 | KVUE |
Kenvue Inc.
|
615,479 | $11,761,802 | |
| 7 | EL |
Estee Lauder Companies Inc
This page
|
113,717 | $8,977,956 | |
| 8 | IPAR |
Interparfums Inc
|
52,658 | $5,890,322 |
All Filings in EL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,977,956 | 113,717 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,352,879 | 46,717 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,049,931 | 76,871 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,920,504 | 78,535 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,365,827 | 78,785 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,142,822 | 32,467 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,009,021 | 40,131 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,013,528 | 30,229 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $7,700,801 | 72,376 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $11,988,090 | 77,769 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,767,217 | 73,622 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,135,572 | 35,528 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,521,878 | 17,934 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,708,371 | 19,104 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,693,248 | 18,916 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,805,571 | 8,363 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,336,342 | 9,174 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,066,364 | 7,588 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,850,540 | 7,700 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,814,243 | 9,383 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,122,591 | 9,817 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,671,224 | 5,746 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,387,914 | 5,214 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,099,980 | 5,040 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $706,229 | 3,743 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $632,101 | 3,967 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||