Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2014)
According to the SEC 13F filed on Aug 14, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2014. 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
|