Position in EL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,881,519
-$9,733,733 QoQ
Shares Held
165,550
-19.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.95922681969193.ToString("F0")%
Shared 0.ToString("F0")%
None 9.040773180308063.ToString("F0")%
Common Shares in EL Over Time
Shares Held
Position Value (USD)
Derivatives in EL
reported options exposure · as of Dec 31, 2024CallValue
$1,747,034
CallShares
23,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $964,185,489 across 15 Household & Personal Products names. EL ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,028,540 | $581,882,312 | |
| 2 | KVUE |
Kenvue Inc.
|
9,659,545 | $166,530,551 | |
| 3 | CL |
Colgate Palmolive Co
|
1,033,995 | $88,127,390 | |
| 4 | KMB |
Kimberly Clark Corp
|
450,641 | $43,473,333 | |
| 5 | UL |
Unilever PLC
|
442,342 | $25,200,221 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
188,960 | $17,633,743 | |
| 7 | CLX |
Clorox Co /De/
|
168,891 | $17,502,169 | |
| 8 | EL |
Estee Lauder Companies Inc
This page
|
165,550 | $11,881,519 |
All Filings in EL
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,881,519 | 165,550 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $21,615,252 | 206,410 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $16,512,011 | 187,381 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,766,138 | 170,373 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $12,628,110 | 191,335 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,839,395 | 251,259 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $1,747,034 | 23,300 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $43,362,554 | 434,974 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $49,945,222 | 469,410 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $68,767,237 | 446,106 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $66,083,207 | 451,851 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $59,040,722 | 408,445 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $56,422,524 | 287,313 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $76,250,285 | 309,382 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $85,403,181 | 344,215 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $77,222,030 | 357,675 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,859,091 | 7,300 | Call | Defined | 2022-08-11 | |
| 2022-06-30 | $79,394,387 | 311,754 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $82,429,355 | 302,693 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $118,677,603 | 320,577 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $169,866,251 | 566,353 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $187,296,949 | 588,836 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $122,816,062 | 422,266 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $135,429,215 | 508,769 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $101,570,928 | 465,388 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $96,049,813 | 509,062 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,609,334 | 10,100 | Call | Defined | 2020-05-13 | |
| 2020-03-31 | $65,194,752 | 409,155 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||