Concurrent Investment Advisors, LLC
Position in EL — Estee Lauder Companies Inc
CIK 2001015
Tampa, FL
Position in EL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$390,328
-$7,133 QoQ
Shares Held
4,944
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 823 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $40,941,759 across 9 Household & Personal Products names. EL ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
186,683 | $27,375,194 | |
| 2 | CL |
Colgate Palmolive Co
|
48,067 | $4,406,781 | |
| 3 | UL |
Unilever PLC
|
64,207 | $3,860,123 | |
| 4 | KMB |
Kimberly Clark Corp
|
21,474 | $2,357,200 | |
| 5 | CLX |
Clorox Co /De/
|
11,309 | $1,079,330 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
9,356 | $906,408 | |
| 7 | EL |
Estee Lauder Companies Inc
This page
|
4,944 | $390,328 | |
| 8 | KVUE |
Kenvue Inc.
|
15,528 | $296,739 |
All Filings in EL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,328 | 4,944 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $397,461 | 5,538 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $520,038 | 4,966 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $382,969 | 4,346 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $331,280 | 4,100 | Shares | Sole | 2025-07-25 | |
| 2023-12-31 | $752,602 | 5,146 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||