Home › Asset managers › Waddell & Reed › 2023-2024 › Against the board
Two kinds of vote are listed: a board-sponsored proposal Waddell & Reed voted AGAINST or withheld on, and a shareholder proposal it voted FOR. One row is one proposal at one meeting; “funds” is how many of the manager’s funds or accounts voted that way.
Everything Only shareholder proposals it backed
81 proposals. Every shareholder proposal Waddell & Reed backed in 2023-2024 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Waddell & Reed voted | Funds |
|---|---|---|---|---|---|---|
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER DUE DILIGENCE | Human Rights or Human Capital/workforce | Shareholder | FOR | 8 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS | Environment or Climate | Shareholder | FOR | 8 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS | Human Rights or Human Capital/workforce | Shareholder | FOR | 8 |
| APPLE INC. | 2024-02-28 | A shareholder proposal requesting a report on the use of Al | Other Social Issues | Shareholder | FOR | 8 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a human rights assessment of Al-driven targeted ad policies | Human Rights or Human Capital/workforce | Shareholder | FOR | 7 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on generative Al misinformation and disinformation risks | Other Social Issues | Shareholder | FOR | 7 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on online safety for children | Other Social Issues | Shareholder | FOR | 7 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a lobbying report | Other Social Issues | Shareholder | FOR | 6 |
| ALPHABET INC. | 2024-06-07 | Stockholder proposal regarding a report on climate risks to retirement plan beneficiaries | Environment or Climate | Shareholder | FOR | 6 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CUSTOMER USE OF CERTAIN TECHNOLOGIES | Human Rights or Human Capital/workforce | Shareholder | FOR | 6 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON FREEDOM OF ASSOCIATION | Human Rights or Human Capital/workforce | Shareholder | FOR | 6 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON GENDER/RACIAL PAY | Diversity, Equity, and Inclusion | Shareholder | FOR | 6 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON LOBBYING | Other Social Issues | Shareholder | FOR | 6 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON STAKEHOLDER IMPACTS | Environment or Climate | Shareholder | FOR | 6 |
| AMAZON.COM INC. | 2024-05-22 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING | Environment or Climate | Shareholder | FOR | 6 |
| HOME DEPOT INC. | 2024-05-16 | Shareholder Proposal Regarding Political Contributions Congruency Analysis | Other Social Issues | Shareholder | FOR | 6 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding human rights impact assessment on AI systems driving targeted advertising. | Human Rights or Human Capital/workforce | Shareholder | FOR | 6 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on child safety impacts and actual harm reduction to children. | Other Social Issues | Shareholder | FOR | 6 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on generative AI misinformation and disinformation risks. | Other Social Issues | Shareholder | FOR | 6 |
| APPLE INC. | 2024-02-28 | A shareholder proposal entitled "Racial and Gender Pay Gaps" | Diversity, Equity, and Inclusion | Shareholder | FOR | 5 |
| UNITEDHEALTH GROUP INC. | 2024-06-03 | If properly presented at the 2024 Annual Meeting of Shareholders, the shareholder proposal requiring a political contributions congruency report. | Other Social Issues | Shareholder | FOR | 5 |
| DRAFTKINGS INC. | 2024-05-13 | To consider a shareholder proposal regarding disclosure of certain political contributions. | Other Social Issues | Shareholder | FOR | 4 |
| INTUITIVE SURGICAL INC. | 2024-04-25 | The stockholder proposal requesting a racial and gender pay gap report, if properly presented at the Annual Meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 4 |
| MASTERCARD INC. | 2024-06-18 | Consideration of a stockholder proposal requesting transparency in lobbying | Other Social Issues | Shareholder | FOR | 4 |
| META PLATFORMS INC. | 2024-05-29 | A shareholder proposal regarding report on framework to assess company lobbying alignment with climate goals. | Environment or Climate | Shareholder | FOR | 4 |
| NETFLIX INC. | 2024-06-06 | Stockholder proposal entitled, "Report on Netflix's Use of Artificial Intelligence," if properly presented at the meeting. | Other Social Issues | Shareholder | FOR | 4 |
| VERTEX PHARMACEUTICALS INC. | 2024-05-15 | Shareholder proposal, if properly presented at the meeting, regarding a report on racial and gender pay gaps. | Diversity, Equity, and Inclusion | Shareholder | FOR | 4 |
| ALCOA CORP. | 2024-05-10 | Stockholder proposal requesting the preparation of an annual report on lobbying activities, if properly presented | Other Social Issues | Shareholder | FOR | 3 |
| AMERICAN TOWER CORP. | 2024-05-22 | To consider a stockholder proposal, if properly presented, regarding disclosure of racial and gender pay gaps. | Diversity, Equity, and Inclusion | Shareholder | FOR | 3 |
| APPLIED MATERIALS INC. | 2024-03-07 | Shareholder proposal requesting that Applied Materials prepare a report disclosing Applied Materials' policy and procedures governing lobbying and payments by Applied Materials used for lobbying. | Other Social Issues | Shareholder | FOR | 3 |
| CASEY'S GENERAL STORES INC. | 2023-09-06 | Shareholder proposal regarding greenhouse gas emissions reporting. | Environment or Climate | Shareholder | FOR | 3 |
| DARDEN RESTAURANTS INC. | 2023-09-20 | To vote on a shareholder proposal requesting the Company to issue greenhouse gas reduction targets if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 3 |
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to adopt a comprehensive human rights policy | Human Rights or Human Capital/workforce | Shareholder | FOR | 3 |
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to publish an annual report disclosing lobbying activities. | Other Social Issues | Shareholder | FOR | 3 |
| ELI LILLY AND CO. | 2024-05-06 | Shareholder proposal to report on effectiveness of the company's diversity, equity, and inclusion efforts. | Diversity, Equity, and Inclusion | Shareholder | FOR | 3 |
| NIKE INC. | 2023-09-12 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 3 |
| NIKE INC. | 2023-09-12 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. | Human Rights or Human Capital/workforce | Shareholder | FOR | 3 |
| AMERICAN EXPRESS CO. | 2024-05-06 | Shareholder proposal relating to climate lobbying. | Environment or Climate | Shareholder | FOR | 2 |
| CVS HEALTH CORP. | 2024-05-16 | Stockholder Proposal Requesting an Independent, Third Party Worker Rights Assessment and Report. | Human Rights or Human Capital/workforce | Shareholder | FOR | 2 |
| ORACLE CORP. | 2023-11-15 | Stockholder Proposal Regarding Pay Gap Report | Diversity, Equity, and Inclusion | Shareholder | FOR | 2 |
| SONOCO PRODUCTS CO. | 2024-04-17 | Advisory (non-binding) shareholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | FOR | 2 |
| TEXAS ROADHOUSE INC. | 2024-05-16 | An Advisory Vote on a Shareholder Proposal Regarding the Issuance of a Climate Report. | Environment or Climate | Shareholder | FOR | 2 |
| BANK OF AMERICA CORP. | 2024-04-24 | Shareholder proposal requesting disclosure of clean energy financing ratio | Environment or Climate | Shareholder | FOR | 1 |
| BANK OF AMERICA CORP. | 2024-04-24 | Shareholder proposal requesting report on lobbying alignment with Bank of America's climate goals | Environment or Climate | Shareholder | FOR | 1 |
| BANK OF NEW YORK MELLON CORP. | 2024-04-09 | Stockholder proposal regarding transperency in lobbying, if properly presented. | Other Social Issues | Shareholder | FOR | 1 |
| BLACKROCK INC. | 2024-05-15 | Shareholder Proposal - Report on Proxy Voting Record and Policies for Climate Change-Related Proposals. | Environment or Climate | Shareholder | FOR | 1 |
| CAMPBELL SOUP CO. | 2023-11-29 | To vote on a shareholder proposal regarding a report on how the Company is protecting 401(k) retirement fund plan beneficiaries with a longer investment time horizon from future portfolio risk created by present-day investments in high carbon companies. | Environment or Climate | Shareholder | FOR | 1 |
| CINTAS CORP. | 2023-10-24 | A shareholder proposal regarding greater disclosure of material corporate diversity, equity and inclusion data, if properly presented at the meeting. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| CINTAS CORP. | 2023-10-24 | A shareholder proposal regarding managing climate risk through science-based targets and transition planning, if properly presented at the meeting. | Environment or Climate | Shareholder | FOR | 1 |
| CITIGROUP INC. | 2024-04-30 | Stockholder proposal requesting a report on the effectiveness of Citi's policies and practices in respecting Indigenous Peoples' rights in Citi's existing and proposed financing. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| DICK'S SPORTING GOODS INC. | 2024-06-12 | Stockholder proposal requesting that the Board adopt a policy requiring the Company to publicly disclose its EEO-1 report. | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| DOW INC. | 2024-04-11 | Stockholder Proposal - Single-Use Plastics Report | Environment or Climate | Shareholder | FOR | 1 |
| EDISON INTERNATIONAL | 2024-04-25 | Shareholder Proposal Regarding Lobbying | Other Social Issues | Shareholder | FOR | 1 |
| FEDEX CORP. | 2023-09-21 | Stockholder proposal regarding a "Just Transition" report. | Environment or Climate | Shareholder | FOR | 1 |
| FEDEX CORP. | 2023-09-21 | Stockholder proposal regarding a report on climate risk associated with retirement plan options. | Environment or Climate | Shareholder | FOR | 1 |
| GENERAL MOTORS CO. | 2024-06-04 | Shareholder Proposal Requesting a Report on the Use of Child Labor in Connection with the Company's EV Supply Chain | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding Disclosure of Clean Energy Supply Financing Ratio | Environment or Climate | Shareholder | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding Pay Equity Reporting | Diversity, Equity, and Inclusion | Shareholder | FOR | 1 |
| GOLDMAN SACHS GROUP INC. | 2024-04-24 | Shareholder Proposal Regarding a Transparency In Lobbying Report | Other Social Issues | Shareholder | FOR | 1 |
| HUNTSMAN CORP. | 2024-05-02 | Stockholder proposal regarding transparency in political spending. | Other Social Issues | Shareholder | FOR | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP. | 2024-04-30 | Stockholder Proposal Requesting a Public Report on Climate Lobbying | Environment or Climate | Shareholder | FOR | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP. | 2024-04-30 | Stockholder Proposal Requesting a Public Report on Lobbying Activities | Other Social Issues | Shareholder | FOR | 1 |
| INTERNATIONAL BUSINESS MACHINES CORP. | 2024-04-30 | Stockholder Proposal Requesting the Adoption of Greenhouse Gas Emissions Targets | Environment or Climate | Shareholder | FOR | 1 |
| JACK IN THE BOX INC. | 2024-03-01 | Shareholder Proposal Regarding Greenhouse Gas ("GHG") Emissions Disclosures. | Environment or Climate | Shareholder | FOR | 1 |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC. | 2024-05-14 | Vote on a stockholder proposal regarding managing climate risk through science-based targets and transition planning. | Environment or Climate | Shareholder | FOR | 1 |
| L3HARRIS TECHNOLOGIES INC. | 2024-04-19 | Shareholder Proposal titled "Transparency in Lobbying" | Other Social Issues | Shareholder | FOR | 1 |
| MONDELEZ INTERNATIONAL INC. | 2024-05-22 | Shareholder proposal requesting Board adopt targets and publicly report quantitative metrics to eradicate child labor from cocoa supply chain; | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| MONDELEZ INTERNATIONAL INC. | 2024-05-22 | Shareholder proposal requesting third-party report assessing effectiveness of implementation of human rights policy; and | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| MORGAN STANLEY | 2024-05-23 | Shareholder proposal regarding transparency in lobbying | Other Social Issues | Shareholder | FOR | 1 |
| MORGAN STANLEY | 2024-05-23 | Shareholder proposal requesting a clean energy supply financing ratio | Environment or Climate | Shareholder | FOR | 1 |
| OCCIDENTAL PETROLEUM CORP. | 2024-05-02 | Shareholder Proposal Requesting an Annual Report on Lobbying | Other Social Issues | Shareholder | FOR | 1 |
| PEPSICO INC. | 2024-05-01 | Shareholder Proposal - Global Transparency Report. | Other Social Issues | Shareholder | FOR | 1 |
| PNC FINANCIAL SERVICES GROUP INC. | 2024-04-24 | Shareholder proposal regarding report on risk management and implementation of PNC's Human Rights Statement in financing. | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| QUEST DIAGNOSTICS INC. | 2024-05-16 | Stockholder proposal regarding managing climate risk through science-based targets and transition planning | Environment or Climate | Shareholder | FOR | 1 |
| SOUTHERN CO. | 2024-05-22 | Stockholder proposal regarding disclosing short-, medium-, and long-term operational GHG targets | Environment or Climate | Shareholder | FOR | 1 |
| SYSCO CORP. | 2023-11-17 | To consider a stockholder proposal related to re-establishing a policy for eliminating or reducing gestation crates in the Company's pork supply chain. | Other Social Issues | Shareholder | FOR | 1 |
| TARGET CORP. | 2024-06-12 | Shareholder proposal requesting a political contributions congruency analysis. | Other Social Issues | Shareholder | FOR | 1 |
| TJX COMPANIES INC. | 2024-06-04 | Shareholder proposal for a report on effectiveness of social compliance efforts in TJX's supply chain | Human Rights or Human Capital/workforce | Shareholder | FOR | 1 |
| TRUIST FINANCIAL CORP. | 2024-04-23 | Shareholder proposal regarding an annual report on lobbying activities, if properly presented at the Annual Meeting. | Other Social Issues | Shareholder | FOR | 1 |
| WALT DISNEY CO. | 2024-04-03 | Shareholder Proposal, if properly presented, requesting a political expenditures report | Other Social Issues | Shareholder | FOR | 1 |
| WENDY'S CO. | 2024-05-21 | Stockholder proposal regarding cage-free eggs, if properly presented at the Annual Meeting. | Other Social Issues | Shareholder | FOR | 1 |
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Built 2026-10-04 from SEC Form N-PX filings.