Home › Asset managers › Compare 2024-2025 › Equitable vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 14.7% of the 97,681 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
Equitable 2024-2025 · Brighthouse 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 54,190 | 36,658 | 1,645 | 15,887 | 95.7% | 85.9% |
| Board proposals | 47,319 | 31,088 | 1,524 | 14,707 | 95.3% | 85.2% |
| E&S shareholder proposals | 274 | 3 | 4 | 267 | 42.9% | 41.5% |
| Other items | 6,597 | 5,567 | 117 | 913 | 97.9% | 92.3% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
271 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Equitable | Brighthouse |
|---|---|---|---|---|---|---|
| BANK OF NOVA SCOTIA | April 8, 2025 | Shareholder Proposal Regarding Say on Climate Environment or Climate |
Shareholder (E&S) | Against | FOR 1 fund |
AGAINST 1 fund |
| LYFT INC. | June 5, 2025 | Stockholder proposal regarding an assessment of Lyft's use of artificial intelligence, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Contested | AGAINST 7 funds |
ABSTAIN 5 funds |
| PENN ENTERTAINMENT INC. | June 17, 2025 | Advisory vote on a shareholder proposal regarding commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 1 fund |
FOR 1 fund |
| PENN ENTERTAINMENT INC. | June 17, 2025 | The Company's proposal to approve, on an advisory basis, the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Contested | AGAINST 2 funds |
ABSTAIN 3 funds |
| A. O. SMITH CORP. | April 8, 2025 | Stockholder proposal requesting a Board report on our hiring practices with respect to formerly incarcerated people, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 19 AGAINST, 1 ABSTAIN |
Split 3 AGAINST, 4 ABSTAIN |
| ALLIANT ENERGY CORP. | May 16, 2025 | Shareowner Proposal Requesting Third-Party Evaluation of Greenhouse Gas Emissions Reduction Targets. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 5 AGAINST, 3 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of AI-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 2 FOR, 4 AGAINST, 8 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a human rights impact assessment of Al-driven targeted ad policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 20 AGAINST |
Split 3 FOR, 4 AGAINST, 4 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on AI data usage oversight Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 6 AGAINST, 8 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 19 AGAINST |
Split 3 FOR, 4 AGAINST, 4 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on alignment of lobbying activities with child safety policies Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 24 AGAINST |
Split 2 FOR, 11 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on charitable partnerships Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 13 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on online safety for children Compensation |
Shareholder (E&S) | Against | Split 9 FOR, 15 AGAINST |
Split 3 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on risks of discrimination in GenAI Other Social Issues |
Shareholder (E&S) | Against | AGAINST 1 fund |
Split 6 AGAINST, 8 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on risks of discrimination in GenAl Environment or Climate |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 7 AGAINST, 4 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on the due diligence process to assess human rights risks in CAHRA Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 1 FOR, 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a request to cease CEI participation Shareholder Rights and Defenses |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 13 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 16 AGAINST |
Split 1 FOR, 12 AGAINST, 12 ABSTAIN |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON ADVERTISING RISKS Other Social Issues |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 12 AGAINST, 15 ABSTAIN |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 8 AGAINST, 8 ABSTAIN |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 25 AGAINST |
Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON WAREHOUSE WORKING CONDITIONS Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 26 AGAINST |
Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 25 AGAINST |
Split 12 AGAINST, 15 ABSTAIN |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 27 AGAINST |
Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING AN ASSESSMENT OF BOARD STRUCTURE FOR OVERSIGHT OF AI Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 28 AGAINST |
Split 1 FOR, 11 AGAINST, 15 ABSTAIN |
| AMAZON.COM INC. | May 21, 2025 | Shareholder proposal requesting a report on data dosage oversight in AI offerings Other Social Issues |
Shareholder (E&S) | Against | FOR 1 fund |
Split 2 FOR, 2 AGAINST, 7 ABSTAIN |
| AMEREN CORP. | May 8, 2025 | SHAREHOLDER PROPOSAL - EVALUATION BY A THIRD-PARTY OF SHORT- AND MEDIUM-TERM GREENHOUSE GAS EMISSIONS REDUCTION TARGETS. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 3 AGAINST, 5 ABSTAIN |
| AMERICAN AIRLINES GROUP INC. | June 11, 2025 | Advisory vote on stockholder proposal to end participation in the Human Rights Campaign's Corporate Equality Index. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 AGAINST, 4 ABSTAIN |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to DEI goals in executive pay incentives. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 9 AGAINST, 6 ABSTAIN |
| AMERICAN EXPRESS CO. | April 29, 2025 | Shareholder proposal relating to civil liberties in advertising services. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 9 AGAINST, 6 ABSTAIN |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Charitable Giving" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 11 AGAINST, 12 ABSTAIN |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Costs and Benefits of Child Sex Abuse Material-Identifying Software & User Privacy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 11 AGAINST, 12 ABSTAIN |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Report on Ethical AI Data Acquisition and Usage" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 26 AGAINST |
Split 11 AGAINST, 12 ABSTAIN |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Request to Cease DEI Efforts" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 11 AGAINST, 12 ABSTAIN |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding diversity, equity, and inclusion efforts. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 9 AGAINST, 1 ABSTAIN |
Split 1 AGAINST, 3 ABSTAIN |
| AUTONATION INC. | April 23, 2025 | Adoption of stockholder proposal regarding political contributions. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 1 ABSTAIN |
Split 1 FOR, 3 ABSTAIN |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal request report on lobbying alignment with Bank of America's climate goals Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 8 AGAINST |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting disclosure of energy financing ratio Environment or Climate |
Shareholder (E&S) | Against | Split 8 FOR, 8 AGAINST |
Split 4 FOR, 4 AGAINST, 7 ABSTAIN |
| BANK OF AMERICA CORP. | April 22, 2025 | Shareholder proposal requesting report on board oversight of risks related to animal welfare Other Social Issues |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 8 AGAINST, 7 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Board of Directors oversee an independent racial discrimination audit. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 7 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company annually disclose its clean energy financing ratio. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 7 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company disclose the highest NEO's pay ratio. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 20 AGAINST |
Split 7 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company issue a civil rights and non-discrimination report. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 7 AGAINST, 9 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 3, 2025 | Shareholder proposal requesting that the Company publish a report regarding the costs and benefits of Berkshire Hathaway Energy's voluntary environmental activities. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 7 AGAINST, 9 ABSTAIN |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Publish Climate Transition Plan to Achieve Stated Goals" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 4 AGAINST, 4 ABSTAIN |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Publish a Report on the Company's LGBTQIA+ Inclusion Efforts in its Human Capital Management Strategy" Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 7 FOR, 11 AGAINST |
Split 1 FOR, 3 AGAINST, 4 ABSTAIN |
| BEST BUY CO. INC. | June 13, 2025 | To vote on a shareholder proposal entitled "Request to Cease CEI Participation" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 4 AGAINST, 4 ABSTAIN |
| BJ'S RESTAURANTS INC. | June 12, 2025 | Shareholder proposal requesting that the Company publish a food waste transparency report. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
Split 2 AGAINST, 4 ABSTAIN |
| BJ'S WHOLESALE CLUB HOLDINGS INC. | June 19, 2025 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 AGAINST, 4 ABSTAIN |
| BLACKROCK FINANCE INC. | May 15, 2025 | Shareholder Proposal - Report on Risk of Stakeholder Capitalism. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 5 AGAINST, 2 ABSTAIN |
| BOEING CO. | April 24, 2025 | Civil Rights Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 11 AGAINST, 4 ABSTAIN |
| BOEING CO. | April 24, 2025 | Report on DEI and Related Risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 11 AGAINST, 4 ABSTAIN |
| BOYD GAMIN | May 8, 2025 | Advisory vote on the stockholder proposal regarding the commissioning of a report on the effects of a company-wide non-smoking policy. Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 FOR, 7 AGAINST, 1 ABSTAIN |
Split 4 AGAINST, 2 ABSTAIN |
| BRISTOL-MYERS SQUIBB CO. | May 6, 2025 | Shareholder Proposal on Corporate Financial Sustainability Other Social Issues |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 5 ABSTAIN |
| BRISTOL-MYERS SQUIBB CO. | May 6, 2025 | Shareholder Proposal on a Request to Cease DEI Efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 5 AGAINST, 5 ABSTAIN |
| CADENCE DESIGN SYSTEMS INC. | May 8, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 2 FOR, 4 AGAINST, 9 ABSTAIN |
| CAESARS ENTERTAINMENT INC. | June 10, 2025 | SHAREHOLDER PROPOSAL: A SHAREHOLDER PROPOSAL REGARDING ADOPTION OF A SMOKEFREE POLICY FOR CAESARS ENTERTAINMENT PROPERTIES. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 3 AGAINST, 3 ABSTAIN |
| CAMPBELL SOUP CO. | November 19, 2024 | To vote on a shareholder proposal regarding a diversity audit. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 17 AGAINST |
Split 2 AGAINST, 4 ABSTAIN |
| CARRIER GLOBAL CORP. | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 1 FOR, 4 AGAINST, 3 ABSTAIN |
| CASEY'S GENERAL STORES INC. | August 28, 2024 | Shareholder proposal regarding greenhouse gas emissions reporting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 10 AGAINST |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Civil Rights Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 1 FOR, 3 AGAINST, 7 ABSTAIN |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Report on Employee Charitable Giving Match Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 4 AGAINST, 7 ABSTAIN |
| CATERPILLAR INC. | June 11, 2025 | Shareholder Proposal - Request to Cease DEI Efforts Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 4 AGAINST, 7 ABSTAIN |
| CBOE GLOBAL MARKETS INC. | May 6, 2025 | Stockholder proposal regarding political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 9 FOR, 11 AGAINST |
Split 4 FOR, 5 ABSTAIN |
| CENTENE CORP. | May 13, 2025 | STOCKHOLDER PROPOSAL FOR REPORT ON CLIMATE RISK TO RETIREMENT INVESTMENTS. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 7 AGAINST, 8 ABSTAIN |
| CENTENE CORP. | May 13, 2025 | STOCKHOLDER PROPOSAL TO DISCLOSE PLAN TO REDUCE TOTAL CONTRIBUTION TO CLIMATE CHANGE. Environment or Climate |
Shareholder (E&S) | Against | Split 7 FOR, 12 AGAINST |
Split 2 FOR, 5 AGAINST, 8 ABSTAIN |
| CHARLES RI | May 20, 2025 | Proposal to publish a report on non-human primates imported by Charles River Laboratories International, Inc. Other Social Issues |
Shareholder (E&S) | Not determined | AGAINST 17 funds |
Split 3 AGAINST, 4 ABSTAIN |
| CHARTER COMMUNICATIONS INC. | April 22, 2025 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | Split 13 FOR, 5 AGAINST |
Split 3 FOR, 5 ABSTAIN |
| CHEMOURS CO. | April 22, 2025 | Shareholder Proposal to Adopt a Policy to Assess Biodiversity Impacts prior to commencing Mining Operations. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 AGAINST, 3 ABSTAIN |
| CHEVRON CORP. | May 28, 2025 | Commission a Third-Party Report on Human Rights Practices Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 7 FOR, 12 AGAINST |
Split 2 FOR, 5 AGAINST, 7 ABSTAIN |
| CHEVRON CORP. | May 28, 2025 | Report on Renewable Energy Stranded Asset Risks Environment or Climate |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 7 AGAINST, 7 ABSTAIN |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of key diversity and inclusion metric, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 11 FOR, 9 AGAINST |
Split 2 FOR, 2 ABSTAIN |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding disclosure of managing climate risk through science-based targets and transition planning, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 19 AGAINST |
Split 2 FOR, 2 AGAINST, 9 ABSTAIN |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 18 FOR, 3 AGAINST |
Split 4 FOR, 9 ABSTAIN |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a report disclosing the Board's oversight regarding material risks associated with animal welfare. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 5 AGAINST, 8 ABSTAIN |
| CITIGROUP INC. | April 29, 2025 | Stockholder proposal requesting a report on financial statement assumptions and climate change. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 5 AGAINST, 8 ABSTAIN |
| CITIGROUP INC. | April 29, 2025 | 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 (E&S) | Against | AGAINST 19 funds |
Split 1 FOR, 4 AGAINST, 8 ABSTAIN |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regard DEI goals in executive pay Environment or Climate |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 4 AGAINST, 2 ABSTAIN |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on brand image impacts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 8 AGAINST, 6 ABSTAIN |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on civil liberties in advertising services Environment or Climate |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 8 AGAINST, 6 ABSTAIN |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on food waste Environment or Climate |
Shareholder (E&S) | Against | Split 10 FOR, 13 AGAINST |
Split 2 FOR, 6 AGAINST, 6 ABSTAIN |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding an assessment of non-sugar sweeteners Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 24 AGAINST |
Split 1 FOR, 7 AGAINST, 6 ABSTAIN |
| COLGATE-PALMOLIVE CO. | May 9, 2025 | Stockholder proposal entitled "Revisit plastic packaging policies." Environment or Climate |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 6 AGAINST, 8 ABSTAIN |
| COLUMBIA SPORTSWEAR CO. | June 5, 2025 | Shareholder proposal regarding the adoption of GHG emissions reduction targets. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 3 AGAINST |
Split 2 FOR, 2 AGAINST, 2 ABSTAIN |
| CONOCOPHILLIPS | May 13, 2025 | Remove Emissions Reduction Targets. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 8 AGAINST, 7 ABSTAIN |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on circular packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 21 AGAINST |
Split 2 FOR, 2 AGAINST, 3 ABSTAIN |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 21 AGAINST |
Split 4 FOR, 2 AGAINST, 5 ABSTAIN |
| CONSTELLATION BRANDS INC. | July 17, 2024 | Stockholder proposal on managing supply chain water risk. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 21 AGAINST |
Split 4 FOR, 2 AGAINST, 5 ABSTAIN |
| COSTAR GROUP | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 4 AGAINST |
Split 5 FOR, 2 AGAINST, 6 ABSTAIN |
| COSTCO WHOLESALE CORP. | January 23, 2025 | Shareholder proposal requesting report on the risks of maintaining DEI efforts Environment or Climate |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 3 AGAINST, 3 ABSTAIN |
| CRACKER BARREL OLD COUNTRY STORE INC. | November 21, 2024 | Shareholder proposal requesting the Company disclose targets for reducing greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Contested | Split 8 FOR, 1 ABSTAIN |
Split 1 FOR, 2 ABSTAIN |
| CROWN HOLDINGS INC. | May 1, 2025 | Consideration of a Shareholder proposal regarding transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST |
Split 2 FOR, 6 ABSTAIN |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company comply with WHO guidelines for antimicrobials for food-producing animals in the supply chain if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 3 AGAINST, 7 ABSTAIN |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company disclose the percent of pork raised in group housing and establish targets for achieving 100% group housed pork if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 10 FOR, 11 AGAINST |
Split 2 FOR, 1 AGAINST, 7 ABSTAIN |
| DARDEN RESTAURANTS INC. | September 18, 2024 | To vote on a shareholder proposal requesting the Company issue a report on if and how it will reduce greenhouse gas emissions in alignment with the Paris Agreement's 1.5 degree goal if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 21 AGAINST |
Split 1 FOR, 2 AGAINST, 7 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a civil rights audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 5 FOR, 15 AGAINST |
Split 3 FOR, 4 AGAINST, 4 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a corporate financial sustainability report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 7 AGAINST, 4 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on charitable giving Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 7 AGAINST, 4 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on effectiveness of efforts to create a meritocratic workplace Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 19 AGAINST |
Split 7 AGAINST, 4 ABSTAIN |
| DEERE & CO. | February 26, 2025 | Shareholder proposal on a report on racial and gender hiring statistics Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 7 AGAINST, 4 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.