Capital World Investors’s Estee Lauder EL Stock Holding History

Capital World Investors’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254M	Sell	3,217,199 -856,097	-21%	-$69.2M	0.03%	299
2026 Q1	$292M	Sell	4,073,296 -3,679,805	-47%	-$376M	0.04%	257
2025 Q4	$812M	Sell	7,753,101 -4,391,022	-36%	-$426M	0.11%	162
2025 Q3	$1.07B	Buy	12,144,123 +13,816	+0.1%	+$1.23M	0.15%	141
2025 Q2	$980M	Buy	12,130,307 +6,418,705	+112%	+$413M	0.14%	139
2025 Q1	$377M	Sell	5,711,602 -1,683,823	-23%	-$122M	0.06%	222
2024 Q4	$555M	Buy	+7,395,425	New	+$584M	0.08%	181
2023 Q3	–	Sell	-738,489	Closed	-$145M	–	517
2023 Q2	$145M	Hold	738,489	–	–	0.03%	305
2023 Q1	$182M	Sell	738,489 -13,625	-2%	-$3.46M	0.04%	282
2022 Q4	$187M	Sell	752,114 -13	-0%	-$2.9K	0.04%	284
2022 Q3	$162M	Buy	752,127 +60	+0%	+$15.3K	0.04%	292
2022 Q2	$192M	Buy	752,067 +354	+0%	+$89.8K	0.04%	280
2022 Q1	$205M	Buy	751,713 +334,577	+80%	+$101M	0.04%	296
2021 Q4	$154M	Hold	417,136	–	–	0.02%	337
2021 Q3	$125M	Hold	417,136	–	–	0.02%	352
2021 Q2	$133M	Buy	417,136 +259,688	+165%	+$78.7M	0.02%	350
2021 Q1	$45.8M	Sell	157,448 -269,216	-63%	-$73.7M	0.01%	448
2020 Q4	$114M	Sell	426,664 -219,865	-34%	-$52.9M	0.02%	334
2020 Q3	$141M	Sell	646,529 -915,393	-59%	-$188M	0.03%	299
2020 Q2	$295M	Sell	1,561,922 -710,608	-31%	-$127M	0.07%	216
2020 Q1	$362M	Buy	2,272,530 +1,271,544	+127%	+$245M	0.11%	166
2019 Q4	$207M	Sell	1,000,986 -449,689	-31%	-$87.3M	0.05%	251
2019 Q3	$289M	Sell	1,450,675 -300,138	-17%	-$57.4M	0.07%	211
2019 Q2	$321M	Buy	1,750,813 +764	+0%	+$131K	0.08%	205
2019 Q1	$290M	Buy	+1,750,049	New	+$257M	0.07%	209
2017 Q4	–	Sell	-1,750,000	Closed	-$189M	–	513
2017 Q3	$189M	Hold	1,750,000	–	–	0.04%	241
2017 Q2	$168M	Buy	1,750,000 +200,000	+13%	+$18.4M	0.04%	241
2017 Q1	$131M	Buy	1,550,000 +150,000	+11%	+$12.4M	0.03%	263
2016 Q4	$107M	Sell	1,400,000 -350,000	-20%	-$28.5M	0.03%	272
2016 Q3	$155M	Sell	1,750,000 -242,000	-12%	-$22.1M	0.04%	249
2016 Q2	$181M	Hold	1,992,000	–	–	0.05%	231
2016 Q1	$188M	Buy	1,992,000 +242,000	+14%	+$21.6M	0.05%	230
2015 Q4	$154M	Hold	1,750,000	–	–	0.04%	251
2015 Q3	$141M	Buy	1,750,000 +30,000	+2%	+$2.51M	0.04%	261
2015 Q2	$149M	Hold	1,720,000	–	–	0.04%	269
2015 Q1	$143M	Buy	1,720,000 +1,550,000	+912%	+$122M	0.04%	275
2014 Q4	$13M	Buy	+170,000	New	+$12.6M	﹤0.01%	476
2014 Q1	–	Sell	-3,290,000	Closed	-$248M	–	507
2013 Q4	$248M	Hold	3,290,000	–	–	0.07%	218
2013 Q3	$230M	Sell	3,290,000 -500,000	-13%	-$33.9M	0.07%	222
2013 Q2	$249M	Buy	+3,790,000	New	+$259M	0.08%	215

Other funds holding EL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Capital World Investors's EL Position: Q2 2026 in Review

Capital World Investors reduced its Estee Lauder (EL) stake by 21% in Q2 2026, selling an estimated $69.2M and leaving 3,217,199 shares worth $254M. The position accounts for 0.03% of the portfolio, ranked #299.

Capital World Investors first reported a position in EL in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.07B in Q3 2025. 646 funds tracked by Wall St. Rank hold EL as of Q2 2026.

Capital World Investors held 3,217,199 shares of Estee Lauder worth $254M as of Q2 2026.
Capital World Investors sold 856,097 Estee Lauder shares in Q2 2026, an estimated $69.2M.
Estee Lauder made up 0.03% of Capital World Investors's portfolio in Q2 2026, its #299 holding.
Capital World Investors first reported a position in Estee Lauder in Q2 2013 and has held it in 40 quarters since.
Capital World Investors's Estee Lauder position peaked at $1.07B in Q3 2025.
646 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.