Nicolai Tangen - AKO Capital LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $5,108,383,000
Holdings Activity Buys Sells    History
Holding/activity history for  Estee Lauder Cos. (EL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 2.06 SEC
2024   Q2 1,409,881 2.06 Reduce 47.97% 2.84 $106.40 $150,011,000 SEC
2024   Q1 2,709,857 5.92 Add 44.83% 1.83 $154.15 $417,724,000 SEC
2023   Q4 1,871,074 3.89 Add 304.84% 2.93 $146.25 $273,645,000 SEC
2023   Q3 462,177 1.09 Reduce 21.67% 0.38 $144.55 $66,808,000 SEC
2023   Q2 590,004 1.75 Reduce 3.12% 0.07 $196.38 $115,865,000 SEC
2023   Q1 608,980 2.28 Reduce 30.36% 1.07 $246.46 $150,089,000 SEC
2022   Q4 874,516 3.51 Reduce 24.32% 1.00 $248.11 $216,976,000 SEC
2022   Q3 1,155,524 4.12 Reduce 11.06% 0.51 $215.90 $249,478,000 SEC
2022   Q2 1,299,274 4.63 Add 0.45% 0.02 $254.67 $330,886,000 SEC
2022   Q1 1,293,422 3.80 Add 1.20% 0.05 $272.32 $352,225,000 SEC
2021   Q4 1,278,114 4.61 Add 6.24% 0.27 $370.20 $473,158,000 SEC
2021   Q3 1,203,075 3.74 Reduce 13.54% 0.68 $299.93 $360,838,000 SEC
2021   Q2 1,391,558 4.99 Reduce 1.73% 0.09 $318.08 $442,627,000 SEC
2021   Q1 1,416,112 5.09 Reduce 10.08% 0.54 $290.85 $411,876,000 SEC
2020   Q4 1,574,795 5.40 Reduce 2.96% 0.16 $266.19 $419,195,000 SEC
2020   Q3 1,622,834 5.56 Add 1.57% 0.09 $218.25 $354,184,000 SEC
2020   Q2 1,597,725 5.26 Add 37.52% 1.44 $188.68 $301,459,000 SEC
2020   Q1 1,161,793 3.90 Add 23.71% 0.75 $159.34 $185,120,000 SEC
2019   Q4 939,113 4.17 Reduce 3.79% 0.18 $206.54 $193,964,000 SEC
2019   Q3 976,085 4.73 Reduce 16.68% 0.91 $198.95 $194,192,000 SEC
2019   Q2 1,171,524 5.45 Reduce 2.36% 0.14 $183.11 $214,518,000 SEC
2019   Q1 1,199,779 6.00 Add 14.19% 0.75 $165.55 $198,623,000 SEC
2018   Q4 1,050,673 6.16 Add 37.99% 1.70 $130.10 $136,693,000 SEC
2018   Q3 761,419 5.65 Add 6.13% 0.33 $145.32 $110,649,000 SEC
2018   Q2 717,459 5.65 Add 14.23% 0.70 $142.69 $102,374,000 SEC
2018   Q1 628,095 5.56 Reduce 3.74% 0.24 $149.72 $94,038,000 SEC
2017   Q4 652,529 6.45 Reduce 7.53% 0.47 $127.24 $83,028,000 SEC
2017   Q3 705,640 6.24 Add 3.70% 0.22 $107.84 $76,096,000 SEC
2017   Q2 680,484 5.79 Add 29.30% 1.31 $95.98 $65,313,000 SEC
2017   Q1 526,278 4.01 Add 22.95% 0.75 $84.79 $44,623,000 SEC
2016   Q4 428,033 4.20 $76.49 $32,740,000 SEC