Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2014)
As of Mar 31, 2014, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2014, the filing reported:
New Buys - None reported
Increases - Berkshire Hathaway Inc. New, Citigroup, Inc., Coca-Cola Company (The), Loews Corporation, Mondelez International, Inc., and 8 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+805,597
|
|
Q1 2014
|
C
Citigroup, Inc.
|
Buy |
+15,217,114
|
|
Q1 2014
|
CMCSA
Comcast Corporation
|
Sell |
-53,448
|
|
Q1 2014
|
ECL
Ecolab Inc.
|
Sell |
-362,913
|
|
Q1 2014
|
IWD
iShares Russell 1000 Value ETF
|
Sell - Position Exit |
-10,400
|
|
Q1 2014
|
KO
Coca-Cola Company (The)
|
Buy |
+1,565,468
|
|
Q1 2014
|
L
Loews Corporation
|
Buy |
+1,160,443
|
|
Q1 2014
|
MCD
McDonald's Corporation
|
Sell |
-174
|
|
Q1 2014
|
MDLZ
Mondelez International, Inc.
|
Buy |
+817,210
|
|
Q1 2014
|
MS
Morgan Stanley
|
Buy |
+315,708
|
|
Q1 2014
|
MSFT
Microsoft Corporation
|
Buy |
+849,434
|
|
Q1 2014
|
NSRGY
Nestle S.A.
|
Buy |
+489,275
|
|
Q1 2014
|
ORCL
Oracle Corporation
|
Buy |
+1,339,756
|
|
Q1 2014
|
PEP
Pepsico, Inc.
|
Buy |
+483,421
|
|
Q1 2014
|
SATS
EchoStar Corporation
|
Sell - Position Exit |
-4,100
|
|
Q1 2014
|
SPY
SPDR S&P 500
|
Sell - Position Exit |
-2,800
|
|
Q1 2014
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-193,588
|
|
Q1 2014
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+134,889
|
|
Q1 2014
|
WMT
Walmart Inc.
|
Buy |
+695,461
|
|
Q1 2014
|
WRB
W.R. Berkley Corporation
|
Buy |
+600,115
|