The Estée Lauder Companies Inc.
MX ˙ BMV ˙ US5184391044
SecurityMX:EL / The Estée Lauder Companies Inc.
InstitutionKorea Investment CORP
Latest Disclosed Ownership392,494 shares
Latest Disclosed Value $ 28,169,294
Korea Investment CORP reports 84.17% increase in ownership of EL / The Estée Lauder Companies Inc.

On May 13, 2026 - Korea Investment CORP filed a 13F-HR form disclosing ownership of 392,494 shares of The Estée Lauder Companies Inc. (MX:EL) valued at $28,169,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 213,114 shares of The Estée Lauder Companies Inc.. This represents a change in shares of 84.17% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LAUDER ESTEE COS CL A 518439104 392,494 179,380 84.17 28,169 26.22 0.0584
2026-02-13 2025-12-31 13F LAUDER ESTEE COS CL A 518439104 213,114 71,154 50.12 22,317 78.41 0.0439
2025-11-13 2025-09-30 13F LAUDER ESTEE COS CL A 518439104 141,960 17,018 13.62 12,510 23.91 0.0257
2025-08-13 2025-06-30 13F LAUDER ESTEE COS CL A 518439104 124,942 -48,282 -27.87 10,095 -11.70 0.0225
2025-05-14 2025-03-31 13F LAUDER ESTEE COS CL A 518439104 173,224 -178,976 -50.82 11,433 -56.71 0.0277
2025-02-12 2024-12-31 13F LAUDER ESTEE COS CL A 518439104 352,200 17,519 5.23 26,408 -20.85 0.0626
2024-11-13 2024-09-30 13F LAUDER ESTEE COS CL A 518439104 334,681 45,164 15.60 33,364 8.31 0.0792
2024-08-13 2024-06-30 13F LAUDER ESTEE COS CL A 518439104 289,517 -23,991 -7.65 30,805 -36.26 0.0776
2024-05-14 2024-03-31 13F LAUDER ESTEE COS CL A 518439104 313,508 75,503 31.72 48,327 38.84 0.1226
2024-02-13 2023-12-31 13F LAUDER ESTEE COS CL A 518439104 238,005 89,417 60.18 34,808 62.06 0.0914
2023-11-13 2023-09-30 13F LAUDER ESTEE COS CL A 518439104 148,588 -95 -0.06 21,478 -26.44 0.0633
2023-08-11 2023-06-30 13F LAUDER ESTEE COS CL A 518439104 148,683 -113,623 -43.32 29,198 -54.83 0.0820
2023-05-12 2023-03-31 13F LAUDER ESTEE COS CL A 518439104 262,306 53,671 25.72 64,648 24.89 0.1882
2023-02-13 2022-12-31 13F LAUDER ESTEE COS CL A 518439104 208,635 -154,240 -42.50 51,764 -33.93 0.1626
2022-11-10 2022-09-30 13F LAUDER ESTEE COS CL A 518439104 362,875 38,582 11.90 78,345 -5.14 0.2412
2022-08-12 2022-06-30 13F LAUDER ESTEE COS CL A 518439104 324,293 -76,669 -19.12 82,588 -24.36 0.2524
2022-05-13 2022-03-31 13F LAUDER ESTEE COS CL A 518439104 400,962 9,203 2.35 109,190 -24.71 0.2701
2022-02-09 2021-12-31 13F LAUDER ESTEE COS CL A 518439104 391,759 68,599 21.23 145,029 49.63 0.3769
2021-11-12 2021-09-30 13F LAUDER ESTEE COS CL A 518439104 323,160 -63,334 -16.39 96,925 -21.16 0.2890
2021-08-12 2021-06-30 13F LAUDER ESTEE COS CL A 518439104 386,494 12,391 3.31 122,936 12.98 0.3521
2021-05-13 2021-03-31 13F LAUDER ESTEE COS CL A 518439104 374,103 106,427 39.76 108,808 52.71 0.3435
2021-02-10 2020-12-31 13F LAUDER ESTEE COS CL A 518439104 267,676 -65,124 -19.57 71,253 -1.90 0.2141
2020-11-12 2020-09-30 13F LAUDER ESTEE COS CL A 518439104 332,800 1,000 0.30 72,634 16.02 0.2566
2020-08-12 2020-06-30 13F LAUDER ESTEE COS CL A 518439104 331,800 -6,100 -1.81 62,604 16.28 0.2300
2020-05-14 2020-03-31 13F LAUDER ESTEE COS CL A 518439104 337,900 -50,500 -13.00 53,841 -32.88 0.2363
2020-02-11 2019-12-31 13F LAUDER ESTEE COS CL A 518439104 388,400 9,300 2.45 80,220 6.36 0.2925
2019-11-12 2019-09-30 13F LAUDER ESTEE COS CL A 518439104 379,100 -9,800 -2.52 75,422 5.91 0.3188
2019-08-12 2019-06-30 13F LAUDER ESTEE COS CL A 518439104 388,900 204,300 110.67 71,211 133.01 0.3062
2019-05-15 2019-03-31 13F LAUDER ESTEE COS CL A 518439104 184,600 1,498 0.82 30,561 28.29 0.1375
2019-02-13 2018-12-31 13F LAUDER ESTEE COS CL A 518439104 183,102 -87,500 -32.34 23,822 -39.42 0.1295
2018-11-13 2018-09-30 13F LAUDER ESTEE COS CL A 518439104 270,602 -229,060 -45.84 39,324 -44.84 0.1813
2018-08-13 2018-06-30 13F LAUDER ESTEE COS CL A 518439104 499,662 24,600 5.18 71,297 0.24 0.3249
2018-05-09 2018-03-31 13F LAUDER ESTEE COS CL A 518439104 475,062 1,800 0.38 71,126 18.11 0.3310
2018-02-12 2017-12-31 13F LAUDER ESTEE COS CL A 518439104 473,262 18,900 4.16 60,218 22.90 0.2741
2017-10-25 2017-09-30 13F LAUDER ESTEE COS CL A 518439104 454,362 -39,840 -8.06 48,998 3.30 0.2264
2017-07-31 2017-06-30 13F LAUDER ESTEE COS CL A 518439104 494,202 289,464 141.38 47,434 173.24 0.2211
2017-04-25 2017-03-31 13F LAUDER ESTEE COS CL A 518439104 204,738 105,077 105.43 17,360 127.73 0.0861
2017-02-13 2016-12-31 13F LAUDER ESTEE COS CL A 518439104 99,661 41,861 72.42 7,623 48.92 0.0366
2016-11-09 2016-09-30 13F LAUDER ESTEE COS CL A 518439104 57,800 -14,600 -20.17 5,119 -22.32 0.0273
2016-08-12 2016-06-30 13F LAUDER ESTEE COS CL A 518439104 72,400 11,900 19.67 6,590 15.51 0.0392
2016-05-12 2016-03-31 13F LAUDER ESTEE COS CL A 518439104 60,500 -323,466 -84.24 5,705 -83.13 0.0417
2016-02-01 2015-12-31 13F LAUDER ESTEE COS CL A 518439104 383,966 38,400 11.11 33,812 21.28 0.2356
2015-11-12 2015-09-30 13F LAUDER ESTEE COS CL A 518439104 345,566 79,436 29.85 27,880 20.89 0.2220
2015-08-13 2015-06-30 13F LAUDER ESTEE COS CL A 518439104 266,130 21,800 8.92 23,063 13.51 0.1966
2015-05-11 2015-03-31 13F LAUDER ESTEE COS CL A 518439104 244,330 8,600 3.65 20,318 13.11 0.1583
2015-02-12 2014-12-31 13F LAUDER ESTEE COS CL A 518439104 235,730 -149,200 -38.76 17,963 -37.55 0.1474
2014-11-14 2014-09-30 13F LAUDER ESTEE COS CL A 518439104 384,930 -14,770 -3.70 28,762 -3.10 0.2347
2014-08-14 2014-06-30 13F LAUDER ESTEE COS CL A 518439104 399,700 36,400 10.02 29,682 22.16 0.2471
2014-05-14 2014-03-31 13F LAUDER ESTEE COS CL A 518439104 363,300 304,900 522.09 24,298 452.35 0.2151
2014-02-06 2013-12-31 13F LAUDER ESTEE COS CL A 518439104 58,400 -286,600 -83.07 4,399 -81.76 0.0416
2013-11-07 2013-09-30 13F/A-1 LAUDER ESTEE COS CL A 518439104 345,000 331,500 2,455.56 24,116 2,615.77 0.2562
2013-11-05 2013-09-30 13F LAUDER ESTEE COS CL A 518439104 271,600 18,985
2013-08-08 2013-06-30 13F LAUDER ESTEE COS CL A 518439104 13,500 13,500 888 0.0106
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.