Position in EL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,624,277
+$3,212,966 QoQ
Shares Held
45,906
+701.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#11
of 92 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Merit Financial Group, LLC holds $61,971,638 across 12 Household & Personal Products names. EL ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
303,351 | $44,483,386 | |
| 2 | CL |
Colgate Palmolive Co
|
50,925 | $4,668,800 | |
| 3 | EL |
Estee Lauder Companies Inc
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|
45,906 | $3,624,277 | |
| 4 | UL |
Unilever PLC
|
43,076 | $2,589,727 | |
| 5 | KMB |
Kimberly Clark Corp
|
21,293 | $2,337,329 | |
| 6 | KVUE |
Kenvue Inc.
|
77,208 | $1,475,442 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
11,156 | $1,080,791 | |
| 8 | CLX |
Clorox Co /De/
|
6,874 | $656,053 |
All Filings in EL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,624,277 | 45,906 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $411,311 | 5,731 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $490,087 | 4,680 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $467,563 | 5,306 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $412,807 | 5,109 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $205,986 | 3,121 | Shares | Sole | 2025-04-09 | |
| 2021-12-31 | $307,266 | 830 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $235,445 | 785 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $249,692 | 785 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||