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

As of Mar 31, 2015, 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 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