Cape Investment Advisory, Inc.
Position in EL — Estee Lauder Companies Inc
CIK 1944437
MCDONOUGH, GA
Position in EL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,867
+$3,763 QoQ
Shares Held
49
+4800.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#729
of 823 holders
Holding Since
Dec 2024
6 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, 2026Cape Investment Advisory, Inc. holds $665,143 across 8 Household & Personal Products names. EL ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,596 | $380,676 | |
| 2 | UL |
Unilever PLC
|
2,208 | $132,744 | |
| 3 | KMB |
Kimberly Clark Corp
|
905 | $99,341 | |
| 4 | CL |
Colgate Palmolive Co
|
257 | $23,561 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
108 | $10,462 | |
| 6 | CLX |
Clorox Co /De/
|
99 | $9,448 | |
| 7 | KVUE |
Kenvue Inc.
|
264 | $5,044 | |
| 8 | EL |
Estee Lauder Companies Inc
This page
|
49 | $3,867 |
All Filings in EL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,867 | 49 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $104 | 1 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88 | 1 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $80 | 1 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $66 | 1 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $74 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||