Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2015)

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, 2015. 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 2015, the filing reported:

New Buys - None reported

Increases - Amazon.com, Inc., Alibaba Group Holding Limited, Mondelez International, Inc.

Reductions - Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Citigroup, Inc., Ecolab Inc., Coca-Cola Company (The), and 10 more

Complete Exits - Comcast Corporation, McDonald's Corporation, SPDR S&P 500

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+506,518	+29.4%	$829.21K	2,228,456
Q1 2015	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+2,344,517	+138.8%	$335.71K	4,033,070
Q1 2015	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-1	-0.2%	$98.53K	453
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-36,874	-0.4%	$1.51M	10,486,641
Q1 2015	C Citigroup, Inc.	Citigroup, Inc.	Sell	-88,866	-0.3%	$1.36M	26,345,647
Q1 2015	CMCSA Comcast Corporation	Comcast Corporation	Sell - Position Exit	-285,060	-100.0%	$0.00	-
Q1 2015	ECL Ecolab Inc.	Ecolab Inc.	Sell	-65,837	-0.7%	$1.12M	9,808,084
Q1 2015	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-49,674	-0.2%	$904.48K	22,305,250
Q1 2015	L Loews Corporation	Loews Corporation	Sell	-660,410	-13.2%	$176.84K	4,331,021
Q1 2015	MCD McDonald's Corporation	McDonald's Corporation	Sell - Position Exit	-2,500	-100.0%	$0.00	-
Q1 2015	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+62,124	+0.3%	$777.33K	21,538,559
Q1 2015	MS Morgan Stanley	Morgan Stanley	Sell	-368,596	-1.6%	$816.40K	22,874,813
Q1 2015	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-147,133	-0.5%	$1.30M	31,977,958
Q1 2015	NSRGY Nestle S.A.	Nestle S.A.	Sell	-32,360	-0.4%	$630.65K	8,383,958
Q1 2015	ORCL Oracle Corporation	Oracle Corporation	Sell	-487,386	-1.1%	$1.93M	44,723,823
Q1 2015	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-44,375	-0.5%	$830.00K	8,680,172
Q1 2015	SPY SPDR S&P 500	SPDR S&P 500	Sell - Position Exit	-10,375	-100.0%	$0.00	-
Q1 2015	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-79,844	-1.6%	$668.25K	4,974,327
Q1 2015	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-374,118	-3.3%	$1.29M	10,903,264
Q1 2015	WMT Walmart Inc.	Walmart Inc.	Sell	-163,481	-3.2%	$406.16K	4,938,072
Q1 2015	WRB W.R. Berkley Corporation	W.R. Berkley Corporation	Sell	-119,251	-1.1%	$540.52K	10,701,307