Home › Asset managers › Compare 2024-2025 › Northern Trust vs Invesco
Northern Trust 2024-2025 · Invesco 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 45,604 | 40,582 | 3,208 | 1,814 | 92.7% | 91.3% |
| Board proposals | 38,626 | 34,350 | 2,792 | 1,484 | 92.5% | 91.2% |
| E&S shareholder proposals | 257 | 99 | 54 | 104 | 64.7% | 62.0% |
| Other items | 6,721 | 6,133 | 362 | 226 | 94.4% | 92.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
1,814 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 | Northern Trust | Invesco |
|---|---|---|---|---|---|---|
| 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 | Split 1 FOR, 3 AGAINST |
AGAINST 11 funds |
| 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 | FOR 11 funds |
Split 2 FOR, 43 AGAINST |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a report on Al data usage oversight Other Social Issues |
Shareholder (E&S) | Against | FOR 11 funds |
Split 3 FOR, 42 AGAINST |
| 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, 8 AGAINST |
AGAINST 45 funds |
| 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 3 FOR, 8 AGAINST |
AGAINST 45 funds |
| ALPHABET INC. | June 6, 2025 | Stockholder proposal regarding a request to cease CEI participation Shareholder Rights and Defenses |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 3 FOR, 42 AGAINST |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON DATA USAGE OVERSIGHT IN AI OFFERINGS Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 6 AGAINST |
AGAINST 43 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON PACKAGING MATERIALS Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 6 AGAINST |
Split 24 FOR, 19 AGAINST |
| 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 4 FOR, 6 AGAINST |
AGAINST 43 funds |
| AMAZON.COM | May 21, 2025 | SHAREHOLDER PROPOSAL REQUESTING ALTERNATIVE EMISSIONS REPORTING Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 6 AGAINST |
AGAINST 43 funds |
| 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 4 FOR, 8 AGAINST |
Split 2 FOR, 41 AGAINST |
| APPLE INC. | February 25, 2025 | A shareholder proposal entitled "Request to Cease DEI Efforts" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 37 AGAINST, 6 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 2 FOR, 8 AGAINST |
AGAINST 25 funds |
| 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 | Split 2 FOR, 8 AGAINST |
AGAINST 25 funds |
| 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 4 FOR, 7 AGAINST |
AGAINST 19 funds |
| 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 4 FOR, 7 AGAINST |
AGAINST 19 funds |
| 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 | Split 4 FOR, 5 AGAINST |
AGAINST 17 funds |
| 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 4 FOR, 5 AGAINST |
AGAINST 17 funds |
| 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 | FOR 2 funds |
Split 3 FOR, 10 AGAINST |
| CARRIER GLOBAL CORP. | April 9, 2025 | Shareowner Proposal Requesting a Lobbying Transparency Report Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 16 funds |
| 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 | FOR 8 funds |
Split 2 FOR, 23 AGAINST |
| CINTAS CORP. | October 29, 2024 | A shareholder proposal regarding political disclosure, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | FOR 8 funds |
Split 2 FOR, 23 AGAINST |
| 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 | Split 3 FOR, 6 AGAINST |
AGAINST 18 funds |
| 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 | Split 3 FOR, 6 AGAINST |
AGAINST 18 funds |
| 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 | Split 3 FOR, 3 AGAINST |
AGAINST 25 funds |
| COCA-COLA CO. | April 30, 2025 | Vote on shareowner proposal regarding a report on food waste Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 3 AGAINST |
AGAINST 25 funds |
| 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 3 FOR, 3 AGAINST |
AGAINST 25 funds |
| COSTAR GROUP | June 26, 2025 | Stockholder proposal regarding support for transparency in political spending, if properly presented. Other Social Issues |
Shareholder (E&S) | Against | FOR 2 funds |
Split 10 FOR, 4 AGAINST |
| 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, 2 AGAINST |
AGAINST 12 funds |
| 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 1 FOR, 2 ABSTAIN |
AGAINST 12 funds |
| 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, 2 ABSTAIN |
AGAINST 12 funds |
| DIGITAL REALTY TRUST INC. | June 6, 2025 | A stockholder proposal regarding human right to water, if properly presented. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 23 funds |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to publish a food waste transparency report. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 2 AGAINST |
AGAINST 12 funds |
| DOLLAR GENERAL CORP. | May 29, 2025 | To vote on a shareholder proposal to publish a report on employee access to timely, quality healthcare. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 2 AGAINST |
AGAINST 12 funds |
| ELEVANCE HEALTH INC. | May 14, 2025 | Shareholder proposal requesting report on the effectiveness of Diversity, Equity and Inclusion efforts. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST |
AGAINST 21 funds |
| FEDEX CORP. | September 23, 2024 | Stockholder proposal regarding climate lobbying alignment with company's carbon neutral goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 23 funds |
| FIRSTENERG | May 21, 2025 | Report on Lobbying Activity and Policies Other Social Issues |
Shareholder (E&S) | Not determined | Split 1 FOR, 4 AGAINST |
AGAINST 18 funds |
| FORD MOTOR CO. | May 8, 2025 | A shareholder proposal relating to a Report on Supply Chain GHG Emissions and Net Zero Goals. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 12 funds |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 8 AGAINST |
Split 1 FOR, 12 AGAINST |
| GENERAL MILLS INC. | September 24, 2024 | Shareholder Proposal - Plastic Packaging. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 8 ABSTAIN |
Split 1 FOR, 12 AGAINST |
| GENERAL MOTORS CO. | June 3, 2025 | Shareholder Proposal Regarding a Report on Supply Chain GHG Emissions Reduction Strategies Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 3 AGAINST |
AGAINST 22 funds |
| GENUINE PARTS CO. | April 28, 2025 | Shareholder Proposal Seeking a Report on the Effectiveness of the Company's Diversity, Equity and Inclusion Efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 18 funds |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting a comprehensive human rights policy and human rights due diligence process, if properly presented at the Annual Meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 13 funds |
Split 1 FOR, 23 AGAINST |
| GILEAD SCIENCES INC. | May 7, 2025 | To vote on a stockholder proposal requesting the CEO pay ratio factor be included in the Company's executive compensation programs, if properly presented at the Annual Meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 5 FOR, 8 AGAINST |
AGAINST 24 funds |
| HEWLETT PACKARD ENTERPRISE CO. | April 2, 2025 | Stockholder proposal entitled: "Transparency in Lobbying" Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST |
AGAINST 16 funds |
| HOME DEPOT INC. | May 22, 2025 | Shareholder Proposal Regarding Report on Packaging Policies for Plastics Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 7 AGAINST |
AGAINST 24 funds |
| HORMEL FOODS CORP. | January 28, 2025 | Stockholder proposal requesting publication of targets for significantly increasing group sow housing in the Company's supply chain, if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 4 AGAINST |
AGAINST 13 funds |
| IDEX CORP. | May 8, 2025 | Vote on a stockholder proposal regarding a report on hiring practices related to people with arrest or incarceration records. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 2 AGAINST |
AGAINST 13 funds |
| INTEL CORP. | May 6, 2025 | Stockholder proposal requesting a report on an ethical impact assessment, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 2 AGAINST |
AGAINST 21 funds |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 29, 2025 | Stockholder Proposal to Support Transparency in Lobbying Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 7 AGAINST |
AGAINST 20 funds |
| INTERNATIONAL PAPER CO. | May 12, 2025 | Shareowner Proposal Concerning a Report on the Company's LGBTQIA+ Equity and Inclusion Efforts Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 17 funds |
| JOHNSON & JOHNSON | April 24, 2025 | Produce a human rights impact assessment Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 9 AGAINST |
AGAINST 32 funds |
| JPMORGAN CHASE & CO. | May 20, 2025 | Report on social impacts of transition finance Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 9 AGAINST |
AGAINST 31 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on plastic packaging, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 16 funds |
| KRAFT HEINZ CO. | May 8, 2025 | Stockholder Proposal - Report on recyclability claims, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 16 funds |
| KROGER CO. | June 26, 2025 | Report on discarded cigarette pollution. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 5 AGAINST |
AGAINST 23 funds |
| KROGER CO. | June 26, 2025 | Report on safeguarding the privacy of consumer health data. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 3 FOR, 5 AGAINST |
AGAINST 23 funds |
| MASTERCARD | June 24, 2025 | Consideration of a stockholder proposal requesting a racial equity audit report Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 5 AGAINST |
AGAINST 37 funds |
| MCDONALD'S CORP. | May 20, 2025 | Advisory Vote on Disclosure on Climate Transition Plans. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST |
AGAINST 25 funds |
| MERCK & CO. INC. | May 27, 2025 | Shareholder proposal regarding a tax transparency report. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 8 AGAINST |
AGAINST 29 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding GHG emissions reduction actions. Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 9 AGAINST |
AGAINST 54 funds |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on Al data usage oversight. Other Social Issues |
Shareholder (E&S) | Against | FOR 13 funds |
Split 34 FOR, 20 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on data collection and advertising practices. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 13 funds |
Split 32 FOR, 22 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on hate targeting marginalized communities. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 13 funds |
Split 34 FOR, 20 AGAINST |
| META PLATFORMS INC. | May 28, 2025 | A shareholder proposal regarding report on risks of deepfakes in online child exploitation. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 4 FOR, 9 AGAINST |
AGAINST 54 funds |
| MICROSOFT | December 10, 2024 | Report on Artificial Intelligence and Machine Learning Tools for Oil and Gas Development and Production. Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 9 AGAINST |
AGAINST 51 funds |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Data Sourcing Accountability Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 9 AGAINST |
Split 36 FOR, 15 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on AI Misinformation and Disinformation Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 9 AGAINST |
AGAINST 51 funds |
| MICROSOFT CORP. | December 10, 2024 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 14 funds |
Split 33 FOR, 18 AGAINST |
| MICROSOFT CORP. | December 10, 2024 | Report on Risks of Weapons Development Other Social Issues |
Shareholder (E&S) | Against | Split 5 FOR, 9 AGAINST |
AGAINST 51 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Assessment of the Company's supplier and partner code of conduct due diligence process Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 3 AGAINST |
AGAINST 15 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on Climate lobbying Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 3 AGAINST |
AGAINST 15 funds |
| MONDELEZ INTERNATIONAL INC. | May 21, 2025 | Shareholder Proposal: Report on recycled content claims Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 3 AGAINST |
AGAINST 15 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Amend the Code of Ethics to enhance policies on non-discrimination, anti-harassment, and whistleblower protection," if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
AGAINST 34 funds |
| NETFLIX INC. | June 5, 2025 | Stockholder proposal entitled, "Issue a Climate Transition Plan," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
AGAINST 34 funds |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Environmental Targets, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 5 FOR, 3 AGAINST |
AGAINST 15 funds |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Supplemental Pay Equity Disclosure, if properly presented at the meeting. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 5 FOR, 3 AGAINST |
AGAINST 15 funds |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding Worker-Driven Social Responsibility, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 3 AGAINST |
AGAINST 15 funds |
| NIKE INC. | September 10, 2024 | To consider a shareholder proposal regarding a Supply Chain Management Report, if properly presented at the meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 5 FOR, 3 AGAINST |
AGAINST 15 funds |
| OLD DOMINION FREIGHT LINE INC. | May 21, 2025 | Shareholder proposal regarding emission reduction targets. Environment or Climate |
Shareholder (E&S) | Against | FOR 6 funds |
Split 1 FOR, 17 AGAINST |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Report on Risks Related to Biodiversity and Nature Loss. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
AGAINST 20 funds |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Sustainable Packaging Policies for Plastics. Environment or Climate |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
AGAINST 20 funds |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Assessment on Non-Sugar Sweetener Risks. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
AGAINST 20 funds |
| PEPSICO INC. | May 7, 2025 | Shareholder Proposal - Third-Party Racial Equity Audit. Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 2 FOR, 5 AGAINST |
AGAINST 20 funds |
| PPL CORP. | May 16, 2025 | Shareowner Proposal regarding Independent Evaluation of Greenhouse Gas Reduction Targets Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 30 funds |
| PROCTER & GAMBLE CO. | October 8, 2024 | Shareholder Proposal - Pay Gap Reporting Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 5 FOR, 9 AGAINST |
AGAINST 24 funds |
| PULTEGROUP INC. | April 30, 2025 | Shareholder proposal on adoption of Paris-aligned emission reduction goals, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 5 AGAINST |
AGAINST 15 funds |
| QUALCOMM INC. | March 18, 2025 | Stockholder proposal entitled "Protect Retirement Benefits." Environment or Climate |
Shareholder (E&S) | Against | Split 4 FOR, 8 AGAINST |
AGAINST 29 funds |
| STARBUCKS CORP. | March 12, 2025 | Shareholder proposal requesting disclosure on cage-free egg commitments in China and Japan. Other Social Issues |
Shareholder (E&S) | Against | Split 1 FOR, 6 AGAINST |
AGAINST 22 funds |
| STATE STREET CORP. | May 14, 2025 | Shareholder proposal requesting a report disclosing whether and how the Company addresses transition of workers and fairness to communities in its transition finance strategy, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 6 AGAINST |
AGAINST 18 funds |
| STRYKER CORP. | May 8, 2025 | Shareholder Proposal to Support Transparency in Political Spending. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 4 AGAINST |
AGAINST 19 funds |
| SYSCO CORP. | November 15, 2024 | To consider a stockholder proposal related to establishing measurable, time bound targets for ensuring group sow housing for its private brand pork products. Other Social Issues |
Shareholder (E&S) | Against | Split 2 FOR, 2 AGAINST |
AGAINST 33 funds |
| THE TRAVELERS COMPANIES, INC. | May 21, 2025 | Shareholder proposal relating to a report on climate-related pricing and coverage decisions, if presented at the Annual Meeting of Shareholders. Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 3 AGAINST |
AGAINST 17 funds |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Climate lobbying alignment Environment or Climate |
Shareholder (E&S) | Against | Split 3 FOR, 6 AGAINST |
AGAINST 23 funds |
| VERIZON COMMUNICATIONS INC. | May 22, 2025 | Lead-sheathed cable report Other Social Issues |
Shareholder (E&S) | Against | Split 3 FOR, 6 AGAINST |
AGAINST 23 funds |
| VISA INC. | January 28, 2025 | Shareholder proposal on gender-based compensation gaps and associated risks. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 2 FOR, 30 AGAINST |
| VISA INC. | January 28, 2025 | Shareholder proposal on transparency in lobbying. Other Social Issues |
Shareholder (E&S) | Against | Split 4 FOR, 7 AGAINST |
Split 2 FOR, 30 AGAINST |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting a report on policy on merchant category codes. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 2 FOR, 30 AGAINST |
| WALGREENS BOOTS ALLIANCE INC. | January 30, 2025 | Stockholder proposal requesting a report on cigarette waste. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 2 AGAINST |
AGAINST 13 funds |
| WALMART INC. | June 5, 2025 | Racial Equity Audit Diversity, Equity, and Inclusion |
Shareholder (E&S) | Against | Split 4 FOR, 6 AGAINST |
AGAINST 30 funds |
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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.