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DUCKHORN PORTFOLIO INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and DUCKHORN PORTFOLIO INC.’s Form 8-K, filed January 24, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.

4Ballot items
187Asset managers
931Fund votes
January 19, 2024Meeting date

Results at a glance

Meeting of January 19, 2024: 4 items on DUCKHORN PORTFOLIO INC.’s Form 8-K, filed January 24, 2024: 2 elected · 2 approved.

Material dissent

Elect Director: Charles Esserman 79% of votes cast Elected Director under 80%

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025

Explore DUCKHORN PORTFOLIO INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by DUCKHORN PORTFOLIO INC.

These tallies are DUCKHORN PORTFOLIO INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed January 24, 2024 (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.

DUCKHORN PORTFOLIO INC. — official shareholder meeting results, meeting held January 19, 2024
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Charles Esserman	86,393,955	22,602,939	21,825	--	1,566,558	79%	Elected	—
Elect Director: Michelle Gloeckler	88,173,478	20,076,027	769,214	--	1,566,558	81%	Elected	—
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	--	--	98%	Approved	—
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	90%	Approved	—

Source: DUCKHORN PORTFOLIO INC., Form 8-K, filed with the SEC on January 24, 2024 — read the filing on EDGAR.

How asset managers voted at the DUCKHORN PORTFOLIO INC. 2023-2024 meeting

Each item below shows how the 187 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.

1. Elect Director: Charles Esserman

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

79% Majority: yes · of votes cast

FOR 79%AGAINST

FOR: 86,393,955AGAINST: 22,602,939

Details: description as filed, official tally, votes by 59 asset managers

Description as filed by funds: Election of Directors Charles Esserman

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 January 24, 2024 (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.

Reported outcome: Elected, in the filing’s own words: “The results of the vote were as follows: Pursuant to the foregoing votes, the two nominees listed above were elected to serve on the Company's Board of Directors.”
Support: 79% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 59 asset managers below reported 7,526,804 for, 12,325,555 against.

FORAGAINST

FOR: 7,526,804AGAINST: 12,325,555

Largest asset managers voting on “Election of Directors Charles Esserman” at DUCKHORN PORTFOLIO INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	4,749,017	0	For
Dimensional	0	3,036,983	Against
Fidelity	1,886,036	994,482	Mixed
MFS	0	2,873,747	Against
American Century	0	1,535,850	Against
BlackRock	0	1,485,647	Against
Federated Hermes	0	750,000	Against
Charles Schwab	334,841	0	For
Pacific Life	0	285,339	Against
Prudential/PGIM	0	231,948	Against
First Trust	0	211,876	Against
ADVISORS' INNER CIRCLE FUND	191,000	0	For
Putnam	0	156,858	Against
Northern Lights Fund Trust IV	0	150,000	Against
Equitable	63,116	67,669	Mixed
TIAA	0	103,393	Against
QUANTITATIVE MASTER SERIES LLC	0	79,352	Against
Morningstar Funds Trust	67,002	0	For
State Street	0	60,487	Against
JPMorgan	49,706	0	For
Lincoln Financial	0	49,070	Against
Northern Trust	43,646	0	For
Managed Portfolio Series	38,267	0	For
Invesco	32,003	0	For
WisdomTree	31,205	0	For

Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.

2. Elect Director: Michelle Gloeckler

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

81% Majority: yes · of votes cast

FOR 81%AGAINST

FOR: 88,173,478AGAINST: 20,076,027

Details: description as filed, official tally, votes by 59 asset managers

Description as filed by funds: Election of Directors Michelle Gloeckler

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 January 24, 2024 (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.

Reported outcome: Elected, in the filing’s own words: “The results of the vote were as follows: Pursuant to the foregoing votes, the two nominees listed above were elected to serve on the Company's Board of Directors.”
Support: 81% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 59 asset managers below reported 9,272,010 for, 9,830,349 against, 750,000 abstained.

FORAGAINST

FOR: 9,272,010AGAINST: 9,830,349ABSTAIN: 750,000

Largest asset managers voting on “Election of Directors Michelle Gloeckler” at DUCKHORN PORTFOLIO INC., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	4,749,017	0	0	For
Dimensional	0	3,036,983	0	Against
Fidelity	1,954,743	925,775	0	Mixed
MFS	0	2,873,747	0	Against
American Century	0	1,535,850	0	Against
BlackRock	1,485,647	0	0	For
Federated Hermes	0	0	750,000	Abstain
Charles Schwab	334,841	0	0	For
Pacific Life	19,000	266,339	0	Mixed
Prudential/PGIM	0	231,948	0	Against
First Trust	0	211,876	0	Against
ADVISORS' INNER CIRCLE FUND	191,000	0	0	For
Putnam	0	156,858	0	Against
Northern Lights Fund Trust IV	0	150,000	0	Against
Equitable	105,585	25,200	0	Mixed
TIAA	0	103,393	0	Against
QUANTITATIVE MASTER SERIES LLC	79,352	0	0	For
Morningstar Funds Trust	67,002	0	0	For
State Street	17,811	42,676	0	Mixed
JPMorgan	49,706	0	0	For
Lincoln Financial	37,000	12,070	0	Mixed
Northern Trust	43,646	0	0	For
Managed Portfolio Series	38,267	0	0	For
Invesco	0	32,003	0	Against
WisdomTree	31,205	0	0	For

Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.

3. 3. Was the approval, on an advisory basis, of the compensation of the Company's named executive officers

Official result Fund totals may overlapDIRECTOR ELECTIONSCOMPENSATIONReported outcome: Approved

Combines 7 wordings of this item as funds reported it.

90% Approved · of votes cast

FOR 90%

FOR: 97,163,938AGAINST: 10,936,394

Details: description as filed, official tally, votes by 184 asset managers

Description as filed by funds: Advisory Vote to Approve Named Executive Officers Compensation.

DUCKHORN PORTFOLIO INC.’s own tally for this item (“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 — passed, per its Form 8-K filed January 24, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Pursuant to the foregoing vote, the stockholders adopted a non-binding resolution indicating their approval of the compensation of the Company's named executive officers.”
Support: 90% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 59 asset managers voting on “Advisory Vote to Approve Named Executive Officers Compensation.” at DUCKHORN PORTFOLIO INC., 2023-2024
Asset manager	For	Against	Abstain	Vote
Vanguard	4,749,017	0	0	For
Dimensional	0	3,036,983	0	Against
Fidelity	2,880,518	0	0	For
MFS	2,873,747	0	0	For
American Century	1,535,850	0	0	For
BlackRock	1,485,647	0	0	For
Federated Hermes	0	0	750,000	Abstain
Charles Schwab	334,841	0	0	For
Pacific Life	285,339	0	0	For
Prudential/PGIM	231,948	0	0	For
First Trust	211,876	0	0	For
ADVISORS' INNER CIRCLE FUND	191,000	0	0	For
Putnam	0	0	156,858	Abstain
Northern Lights Fund Trust IV	150,000	0	0	For
Equitable	130,785	0	0	For
TIAA	103,393	0	0	For
QUANTITATIVE MASTER SERIES LLC	79,352	0	0	For
Morningstar Funds Trust	0	67,002	0	Against
State Street	60,487	0	0	For
JPMorgan	49,706	0	0	For
Lincoln Financial	37,000	12,070	0	Mixed
Northern Trust	43,646	0	0	For
Managed Portfolio Series	0	38,267	0	Against
Invesco	32,003	0	0	For
WisdomTree	31,205	0	0	For

Fund voting reports, all 59 managers: 15,738,659 for, 3,206,842 against, 906,858 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 143 asset managers voting on “Advisory Vote to Approve Named Executive Officers Compensation.” at DUCKHORN PORTFOLIO INC., 2023-2024
Asset manager	For	Against	Abstain	Vote
TSG Consumer Partners LP	61,404,559	0	0	For
Select Equity Group, L.P.	6,656,754	0	0	For
Fidelity	1,925,785	1,777,397	0	Mixed
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3,372,034	0	0	For
RBC Capital Markets, LLC	1,607,387	0	0	For
American Century	1,547,793	0	0	For
BlackRock	1,516,283	0	0	For
GEODE CAPITAL MANAGEMENT, LLC	973,670	0	0	For
1832 Asset Management L.P.	895,372	0	0	For
Wellington	0	868,275	0	Against
State Street	846,669	0	0	For
WESTWOOD HOLDINGS GROUP INC	25,055	794,009	0	Against
Alyeska Investment Group, L.P.	750,500	0	0	For
Federated Hermes	0	0	750,000	Abstain
Citadel	593,748	0	0	For
Goldman Sachs	451,950	0	0	For
CHILTON INVESTMENT CO INC.	387,120	0	0	For
Dimensional	0	348,625	0	Against
Two Sigma	341,380	0	0	For
Charles Schwab	334,841	0	0	For
PPM AMERICA INC/IL	293,262	0	0	For
BOSTON MANAGEMENT & RESEARCH	281,374	0	0	For
Renaissance	235,320	0	0	For
MELLON INVESTMENTS Corp	180,952	0	0	For
PARAMETRIC PORTFOLIO ASSOCIATES LLC	180,453	0	0	For

Institutional-manager reports, all 143 managers: 86,161,351 for, 4,357,555 against, 906,858 abstained, 44 unknown. Showing the 25 largest; see all in the interactive database.

4. 2. Was the ratification of the appointment of PwC as the Company's independent registered public accounting firm for…

Official resultDIRECTOR ELECTIONSAUDIT-RELATEDReported outcome: Approved

Combines 2 wordings of this item as funds reported it.

98% Approved · of votes cast

FOR 98%

FOR: 108,683,056AGAINST: 1,872,796

Details: description as filed, official tally, votes by 59 asset managers

Description as filed by funds: Ratification of the Appointment of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting Firm for Fiscal 2024.

DUCKHORN PORTFOLIO INC.’s own tally for this item (“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 — passed, per its Form 8-K filed January 24, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Pursuant to the foregoing vote, the ratification of PwC as the Company's independent registered public accounting firm for the fiscal year ending July 31, 2024 was approved.”
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 59 asset managers below reported 19,852,359 for.

FOR

FOR: 19,852,359

Largest asset managers voting on “Ratification of the Appointment of PricewaterhouseCoopers LLP as our Independent Registered Public Accounting ” at DUCKHORN PORTFOLIO INC., 2023-2024
Asset manager	For	Vote
Vanguard	4,749,017	For
Dimensional	3,036,983	For
Fidelity	2,880,518	For
MFS	2,873,747	For
American Century	1,535,850	For
BlackRock	1,485,647	For
Federated Hermes	750,000	For
Charles Schwab	334,841	For
Pacific Life	285,339	For
Prudential/PGIM	231,948	For
First Trust	211,876	For
ADVISORS' INNER CIRCLE FUND	191,000	For
Putnam	156,858	For
Northern Lights Fund Trust IV	150,000	For
Equitable	130,785	For
TIAA	103,393	For
QUANTITATIVE MASTER SERIES LLC	79,352	For
Morningstar Funds Trust	67,002	For
State Street	60,487	For
JPMorgan	49,706	For
Lincoln Financial	49,070	For
Northern Trust	43,646	For
Managed Portfolio Series	38,267	For
Invesco	32,003	For
WisdomTree	31,205	For

Showing the 25 largest of 59 asset managers. See all 59 in the interactive database.

Largest DUCKHORN PORTFOLIO INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 115,367,710 shares outstanding at the time of that meeting.

Fund voting reports: top DUCKHORN PORTFOLIO INC. shareholders by shares voted on “Advisory Vote to Approve Named Executive Officers Compensation.”, 2023-2024
#	Asset manager	% of shares outstanding
1	Vanguard	4.12%
2	Dimensional	2.63%
3	Fidelity	2.50%
4	MFS	2.49%
5	American Century	1.33%
6	BlackRock	1.29%
7	Federated Hermes	0.65%
8	Charles Schwab	0.29%
9	Pacific Life	0.25%
10	Prudential/PGIM	0.20%

Institutional-manager reports: top DUCKHORN PORTFOLIO INC. shareholders by shares voted on “Advisory Vote to Approve Named Executive Officers Compensation.”, 2023-2024
#	Asset manager	% of shares outstanding
1	TSG Consumer Partners LP	53.23%
2	Select Equity Group, L.P.	5.77%
3	Fidelity	3.21%
4	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.92%
5	RBC Capital Markets, LLC	1.39%
6	American Century	1.34%
7	BlackRock	1.31%
8	GEODE CAPITAL MANAGEMENT, LLC	0.84%
9	1832 Asset Management L.P.	0.78%
10	Wellington	0.75%

Reported DUCKHORN PORTFOLIO INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

DUCKHORN PORTFOLIO INC. holdings and ownership disclosed for the 2023-2024 proxy season
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 October 31, 2023 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 October 31, 2023. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At DUCKHORN PORTFOLIO INC.'s shareholder meeting held January 19, 2024, in the 2023-2024 proxy season, 187 asset managers reported how they voted on 4 ballot items in their SEC Form N-PX filings, covering 931 separate fund positions. On the most widely held item on that ballot — Advisory Vote to Approve Named Executive Officers Compensation. — DUCKHORN PORTFOLIO INC.'s filing reports the proposal as approved, with 90% support 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). Source: DUCKHORN PORTFOLIO INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on January 24, 2024.

DUCKHORN PORTFOLIO INC. proxy season coverage: 2023-2024 (this page) · 2024-2025.

Download data (CSV): ballot items · votes by manager · column guide.