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Two kinds of vote are listed: a board-sponsored proposal Morningstar Funds Trust voted AGAINST or withheld on, and a shareholder proposal it voted FOR, with the board’s recommendation on it where the filings show one. A FOR vote on a proposal the board supported, or took no position on, is listed and labelled, but it is not a vote against the board. 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
36 proposals. Every shareholder proposal Morningstar Funds Trust backed in 2025-2026 is listed here.
| Company | Meeting | Proposal | Category | On the ballot from | Board recommended | Morningstar Funds Trust voted | Funds |
|---|---|---|---|---|---|---|---|
| The Coca-Cola Company | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure | Environment or Climate | Shareholder | Against | FOR | 2 |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on impact of U.S. immigration policy | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Akamai Technologies, Inc. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight | Other Social Issues | Shareholder | Against | FOR | 1 |
| Alphabet Inc. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation | Other Social Issues | Shareholder | Against | FOR | 1 |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Berkshire Hathaway Inc. | May 2, 2026 | Shareholder proposal requesting that the company issue a report disclosing the board's oversight framework for workforce and human-capital management across its operating subsidiaries. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Booking Holdings Inc. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| CGI Inc. | January 28, 2026 | Shareholder Proposal Regarding Measures to Enhance Transparency and Dialogue | Other Social Issues | Shareholder | Against | FOR | 1 |
| Charter Communications, Inc. | April 21, 2026 | Stockholder proposal regarding political expenditures report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Dollar General Corporation | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Eli Lilly and Company | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Fastenal Company | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. | Diversity, Equity, and Inclusion | Shareholder | No recommendation | FOR | 1 |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative Al chatbots. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Meta Platforms, Inc. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative AI chatbots. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Meta Platforms, Inc. | May 27, 2026 | A shareholder proposal regarding report on AI data usage oversight. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 5, 2025 | Report on AI Data Usage Oversight | Other Social Issues | Shareholder | Against | FOR | 1 |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight | Other Social Issues | Shareholder | Against | FOR | 1 |
| NextEra Energy, Inc. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. | Environment or Climate | Shareholder | Against | FOR | 1 |
| O'REILLY AUTOMOTIVE, INC. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." | Other Social Issues | Shareholder | Against | FOR | 1 |
| O'Reilly Automotive, Inc. | May 14, 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Otis Worldwide Corporation | May 27, 2026 | Shareholder proposal regarding reporting on political contributions and expenditures | Other Social Issues | Shareholder | Against | FOR | 1 |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Human Rights Impact Assessment," if properly presented at the Annual Meeting. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| PALANTIR TECHNOLOGIES INC. | June 3, 2026 | Stockholder proposal entitled "Political Spending Disclosure," if properly presented at the Annual Meeting. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Steel Dynamics, Inc. | May 6, 2026 | Shareholder proposal - avoid political spending brand damage | Other Social Issues | Shareholder | Against | FOR | 1 |
| THE COCA-COLA COMPANY | April 29, 2026 | Vote on a shareowner proposal requesting a report on the Company's plans to increase sustainability disclosure | Environment or Climate | Shareholder | Against | FOR | 1 |
| THOMSON REUTERS CORPORATION | June 10, 2026 | The shareholder proposal as set out in Appendix B of the accompanying Management Proxy Circular. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| TYLER TECHNOLOGIES, INC. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| TYSON FOODS, INC. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Tyler Technologies, Inc. | May 5, 2026 | Shareholder Proposal Regarding Political Spending. | Other Social Issues | Shareholder | Against | FOR | 1 |
| Tyson Foods, Inc. | February 5, 2026 | Shareholder proposal regarding report on the anticipated impact of recent changes in US immigration practices on the Company's finances and operations. | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| Universal Health Services, Inc. | May 20, 2026 | Stockholder proposal to adopt a policy requiring Universal Health Services, Inc. to publicly disclose its workforce diversity, if properly presented at the meeting. | Diversity, Equity, and Inclusion | Shareholder | Against | FOR | 1 |
| WALMART INC. | June 4, 2026 | Report on Workplace Health and Safety Governance | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
| WARNER BROS. DISCOVERY, INC. | June 9, 2026 | To vote on a stockholder proposal entitled "Sustainability ROI Report", if properly presented. | Environment or Climate | Shareholder | Against | FOR | 1 |
| Walmart Inc. | June 4, 2026 | Report on Immigration Policy & Enforcement | Human Rights or Human Capital/workforce | Shareholder | Against | FOR | 1 |
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Built October 18, 2026 from SEC Form N-PX filings.