Pinnacle Wealth Planning Services, Inc.
Position in EL — Estee Lauder Companies Inc
CIK 1726752
MANSFIELD, OH
Position in EL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$113,688
+$10,555 QoQ
Shares Held
1,440
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#602
of 823 holders
Holding Since
Mar 2020
19 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,190,160 across 16 Household & Personal Products names. EL ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
15,725 | $2,305,914 | |
| 2 | UL |
Unilever PLC
|
3,560 | $214,027 | |
| 3 | CL |
Colgate Palmolive Co
|
1,634 | $149,805 | |
| 4 | EL |
Estee Lauder Companies Inc
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|
1,440 | $113,688 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
841 | $81,476 | |
| 6 | IPAR |
Interparfums Inc
|
658 | $73,603 | |
| 7 | NWL |
Newell Brands Inc.
|
8,941 | $54,897 | |
| 8 | ODD |
Oddity Tech Ltd
|
2,983 | $45,132 |
All Filings in EL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,688 | 1,440 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $103,133 | 1,437 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $149,226 | 1,425 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $272,383 | 1,767 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $233,853 | 1,599 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $212,199 | 1,468 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $351,323 | 1,789 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $761,067 | 3,088 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $755,742 | 3,046 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $316,941 | 1,468 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $507,557 | 1,993 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $479,283 | 1,760 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $504,212 | 1,362 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $383,610 | 1,279 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $399,826 | 1,257 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $364,725 | 1,254 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $294,672 | 1,107 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $228,507 | 1,047 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $203,954 | 1,280 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||