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Compiled from SEC Form N-PX filings and DUCKHORN PORTFOLIO INC.’s Form 8-K, filed 2024-01-24 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Proxy season: 2023-2024 2024-2025
Explore DUCKHORN PORTFOLIO INC. in the interactive database Compare manager voting policies
These tallies are DUCKHORN PORTFOLIO INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-01-24 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Charles Esserman | 86,393,955 | 22,602,939 | 21,825 | -- | 1,566,558 | Majority: yes |
| Elect Director: Michelle Gloeckler | 88,173,478 | 20,076,027 | 769,214 | -- | 1,566,558 | Majority: yes |
| Proposal 2: was the ratification of the appointment of PwC as the Company's independent registered public accounting firm for the fiscal year ending July 31, 2024 | 108,683,056 | 1,872,796 | 29,425 | -- | -- | Majority: yes |
| Proposal 3: was the approval, on an advisory basis, of the compensation of the Company's named executive officers | 97,163,938 | 10,936,394 | 918,387 | -- | 1,566,558 | Majority: yes |
Source: DUCKHORN PORTFOLIO INC., Form 8-K, filed with the SEC on 2024-01-24 — read the filing on EDGAR.
Each item below shows how the 188 asset managers that disclosed a DUCKHORN PORTFOLIO INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.
Combines 7 wordings of this item as funds reported it.
90% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Proposal 3: was the approval, on an advisory basis, of the compensation of the Company's named executive officers”): 97,163,938 for, 10,936,394 against, per its Form 8-K filed 2024-01-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 115,367,710 outstanding shares: 84% for, 9% against (94% of the company cast a for/against vote).
The 184 asset managers below cast 93% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 61,404,559 | 0 | 0 | 0 | For |
| Select Equity Group, L.P. | 6,656,754 | 0 | 0 | 0 | For |
| Fidelity | 4,806,303 | 1,777,397 | 0 | 0 | For |
| Vanguard | 4,833,001 | 0 | 0 | 0 | For |
| Dimensional | 0 | 3,385,608 | 0 | 0 | Against |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,372,034 | 0 | 0 | 0 | For |
| American Century | 3,083,643 | 0 | 0 | 0 | For |
| BlackRock | 3,001,930 | 0 | 0 | 0 | For |
| MFS | 2,873,747 | 0 | 0 | 0 | For |
| RBC Capital Markets, LLC | 1,607,387 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 0 | 1,500,000 | 0 | Abstain |
| GEODE CAPITAL MANAGEMENT, LLC | 973,670 | 0 | 0 | 0 | For |
| State Street | 907,156 | 0 | 0 | 0 | For |
| 1832 Asset Management L.P. | 895,372 | 0 | 0 | 0 | For |
| Wellington | 0 | 868,275 | 0 | 0 | Against |
| WESTWOOD HOLDINGS GROUP INC | 25,055 | 794,009 | 0 | 0 | Against |
| Alyeska Investment Group, L.P. | 750,500 | 0 | 0 | 0 | For |
| Charles Schwab | 669,682 | 0 | 0 | 0 | For |
| Citadel | 593,748 | 0 | 0 | 0 | For |
| Goldman Sachs | 451,950 | 0 | 0 | 0 | For |
| CHILTON INVESTMENT CO INC. | 387,120 | 0 | 0 | 0 | For |
| Two Sigma | 341,380 | 0 | 0 | 0 | For |
| Putnam | 2,978 | 0 | 313,716 | 0 | Abstain |
| PPM AMERICA INC/IL | 293,262 | 0 | 0 | 0 | For |
| Pacific Life | 285,339 | 0 | 0 | 0 | For |
Showing the 25 largest of 184 asset managers. See all 184 in the interactive database.
Combines 3 wordings of this item as funds reported it.
79% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Elect Director: Charles Esserman”): 86,393,955 for, 22,602,939 against, per its Form 8-K filed 2024-01-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 115,367,710 outstanding shares: 75% for, 20% against (94% of the company cast a for/against vote).
The 59 asset managers below cast 38% of the shares they voted on this item FOR (7,526,804 for, 12,325,555 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,749,017 | 0 | 0 | 0 | For |
| Dimensional | 0 | 3,036,983 | 0 | 0 | Against |
| Fidelity | 1,886,036 | 994,482 | 0 | 0 | For |
| MFS | 0 | 2,873,747 | 0 | 0 | Against |
| American Century | 0 | 1,535,850 | 0 | 0 | Against |
| BlackRock | 0 | 1,485,647 | 0 | 0 | Against |
| Federated Hermes | 0 | 750,000 | 0 | 0 | Against |
| Charles Schwab | 334,841 | 0 | 0 | 0 | For |
| Pacific Life | 0 | 285,339 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 231,948 | 0 | 0 | Against |
| First Trust | 0 | 211,876 | 0 | 0 | Against |
| ADVISORS' INNER CIRCLE FUND | 191,000 | 0 | 0 | 0 | For |
| Putnam | 0 | 156,858 | 0 | 0 | Against |
| Northern Lights Fund Trust IV | 0 | 150,000 | 0 | 0 | Against |
| Equitable | 63,116 | 67,669 | 0 | 0 | Against |
| TIAA | 0 | 103,393 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 0 | 79,352 | 0 | 0 | Against |
| Morningstar Funds Trust | 67,002 | 0 | 0 | 0 | For |
| State Street | 0 | 60,487 | 0 | 0 | Against |
| JPMorgan | 49,706 | 0 | 0 | 0 | For |
| Lincoln Financial | 0 | 49,070 | 0 | 0 | Against |
| Northern Trust | 43,646 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 38,267 | 0 | 0 | 0 | For |
| Invesco | 32,003 | 0 | 0 | 0 | For |
| WisdomTree | 31,205 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 3 wordings of this item as funds reported it.
81% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Elect Director: Michelle Gloeckler”): 88,173,478 for, 20,076,027 against, per its Form 8-K filed 2024-01-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 115,367,710 outstanding shares: 76% for, 17% against (94% of the company cast a for/against vote).
The 59 asset managers below cast 48.5% of the shares they voted on this item FOR (9,272,010 for, 9,830,349 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,749,017 | 0 | 0 | 0 | For |
| Dimensional | 0 | 3,036,983 | 0 | 0 | Against |
| Fidelity | 1,954,743 | 925,775 | 0 | 0 | For |
| MFS | 0 | 2,873,747 | 0 | 0 | Against |
| American Century | 0 | 1,535,850 | 0 | 0 | Against |
| BlackRock | 1,485,647 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 0 | 750,000 | 0 | Abstain |
| Charles Schwab | 334,841 | 0 | 0 | 0 | For |
| Pacific Life | 19,000 | 266,339 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 231,948 | 0 | 0 | Against |
| First Trust | 0 | 211,876 | 0 | 0 | Against |
| ADVISORS' INNER CIRCLE FUND | 191,000 | 0 | 0 | 0 | For |
| Putnam | 0 | 156,858 | 0 | 0 | Against |
| Northern Lights Fund Trust IV | 0 | 150,000 | 0 | 0 | Against |
| Equitable | 105,585 | 25,200 | 0 | 0 | For |
| TIAA | 0 | 103,393 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 79,352 | 0 | 0 | 0 | For |
| Morningstar Funds Trust | 67,002 | 0 | 0 | 0 | For |
| State Street | 17,811 | 42,676 | 0 | 0 | Against |
| JPMorgan | 49,706 | 0 | 0 | 0 | For |
| Lincoln Financial | 37,000 | 12,070 | 0 | 0 | For |
| Northern Trust | 43,646 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 38,267 | 0 | 0 | 0 | For |
| Invesco | 0 | 32,003 | 0 | 0 | Against |
| WisdomTree | 31,205 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
DUCKHORN PORTFOLIO INC.’s own tally for this item (“Proposal 2: was the ratification of the appointment of PwC as the Company's independent registered public accounting firm for the fiscal year ending July 31, 2024”): 108,683,056 for, 1,872,796 against, per its Form 8-K filed 2024-01-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 115,367,710 outstanding shares: 94% for, 2% against (96% of the company cast a for/against vote).
The 59 asset managers below cast 100% of the shares they voted on this item FOR (19,852,359 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 4,749,017 | 0 | 0 | 0 | For |
| Dimensional | 3,036,983 | 0 | 0 | 0 | For |
| Fidelity | 2,880,518 | 0 | 0 | 0 | For |
| MFS | 2,873,747 | 0 | 0 | 0 | For |
| American Century | 1,535,850 | 0 | 0 | 0 | For |
| BlackRock | 1,485,647 | 0 | 0 | 0 | For |
| Federated Hermes | 750,000 | 0 | 0 | 0 | For |
| Charles Schwab | 334,841 | 0 | 0 | 0 | For |
| Pacific Life | 285,339 | 0 | 0 | 0 | For |
| Prudential/PGIM | 231,948 | 0 | 0 | 0 | For |
| First Trust | 211,876 | 0 | 0 | 0 | For |
| ADVISORS' INNER CIRCLE FUND | 191,000 | 0 | 0 | 0 | For |
| Putnam | 156,858 | 0 | 0 | 0 | For |
| Northern Lights Fund Trust IV | 150,000 | 0 | 0 | 0 | For |
| Equitable | 130,785 | 0 | 0 | 0 | For |
| TIAA | 103,393 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 79,352 | 0 | 0 | 0 | For |
| Morningstar Funds Trust | 67,002 | 0 | 0 | 0 | For |
| State Street | 60,487 | 0 | 0 | 0 | For |
| JPMorgan | 49,706 | 0 | 0 | 0 | For |
| Lincoln Financial | 49,070 | 0 | 0 | 0 | For |
| Northern Trust | 43,646 | 0 | 0 | 0 | For |
| Managed Portfolio Series | 38,267 | 0 | 0 | 0 | For |
| Invesco | 32,003 | 0 | 0 | 0 | For |
| WisdomTree | 31,205 | 0 | 0 | 0 | For |
Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.
Ranked by the number of DUCKHORN PORTFOLIO INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 115,367,710 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | TSG Consumer Partners LP | 53.23% |
| 2 | Select Equity Group, L.P. | 5.77% |
| 3 | Fidelity | 5.71% |
| 4 | Vanguard | 4.19% |
| 5 | Dimensional | 2.93% |
| 6 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.92% |
| 7 | American Century | 2.67% |
| 8 | BlackRock | 2.60% |
| 9 | MFS | 2.49% |
| 10 | RBC Capital Markets, LLC | 1.39% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| Mallard Holdco, LLC | 53.23% | 13G |
| Select Equity Group, L.P. | 5.66% | DEF14A |
| Dimensional Fund Advisors | 2.93% | 13F |
| Alex Ryan | 1.60% | DEF14A |
| Geode Capital | 0.98% | 13F |
| State Street | 0.90% | 13F |
| Lori Beaudoin | 0.71% | DEF14A |
| Pete Przybylinski | 0.43% | DEF14A |
| Zach Rasmuson | 0.42% | DEF14A |
| Northern Trust | 0.38% | 13F |
Percentages above are of 115,367,710 shares outstanding, as reported by DUCKHORN PORTFOLIO INC. on its Form 10-Q dated 2023-10-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from DUCKHORN PORTFOLIO INC.’s 10-Q dated 2023-10-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At DUCKHORN PORTFOLIO INC.'s shareholder meeting held 2024-01-19, in the 2023-2024 proxy season, 188 asset managers reported how they voted on 4 ballot items in their SEC Form N-PX filings, covering 932 separate fund positions. On the most widely held item on that ballot — Advisory Vote to Approve Named Executive Officers Compensation. — FOR was 90% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: DUCKHORN PORTFOLIO INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-01-24.
DUCKHORN PORTFOLIO INC. proxy season coverage: 2023-2024 (this page) · 2024-2025.