Position in EL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$47,370
+$4,308 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#630
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, 2026MONTAG A & ASSOCIATES INC holds $12,927,693 across 8 Household & Personal Products names. EL ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
68,914 | $10,105,548 | |
| 2 | CL |
Colgate Palmolive Co
|
15,063 | $1,380,975 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,338 | $585,952 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
4,030 | $390,426 | |
| 5 | KVUE |
Kenvue Inc.
|
10,156 | $194,081 | |
| 6 | UL |
Unilever PLC
|
2,310 | $138,877 | |
| 7 | CLX |
Clorox Co /De/
|
885 | $84,464 | |
| 8 | EL |
Estee Lauder Companies Inc
This page
|
600 | $47,370 |
All Filings in EL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,370 | 600 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $43,062 | 600 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $83,776 | 800 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $52,872 | 600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $48,480 | 600 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $39,600 | 600 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $44,988 | 600 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $59,814 | 600 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $122,360 | 1,150 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $177,272 | 1,150 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $168,187 | 1,150 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $166,232 | 1,150 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $334,827 | 1,705 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $444,613 | 1,804 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $528,226 | 2,129 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $458,355 | 2,123 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,050,513 | 4,125 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $197,432 | 725 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $268,395 | 725 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $325,424 | 1,085 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $345,116 | 1,085 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,644,756 | 5,655 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,505,304 | 5,655 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,256,028 | 5,755 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,266,805 | 17,314 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,624,329 | 16,470 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||