Creative Planning’s Methanex MEOH Stock Holding History

Creative Planning’s Portfolio MEOH Stock Details MEOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$263K	Buy	+4,412	New	+$222K	﹤0.01%	3524
2017 Q3	–	Sell	-2,152	Closed	-$95K	–	2961
2017 Q2	$95K	Hold	2,152	–	–	﹤0.01%	2030
2017 Q1	$101K	Buy	2,152 +152	+8%	+$7.29K	﹤0.01%	1955
2016 Q4	$88K	Hold	2,000	–	–	﹤0.01%	1956
2016 Q3	$71K	Hold	2,000	–	–	﹤0.01%	2097
2016 Q2	$58K	Hold	2,000	–	–	﹤0.01%	2036
2016 Q1	$64K	Sell	2,000 -18	-0.9%	-$535	﹤0.01%	1919
2015 Q4	$67K	Hold	2,018	–	–	﹤0.01%	1884
2015 Q3	$67K	Buy	+2,018	New	+$86.4K	﹤0.01%	1838
2015 Q2	–	Sell	-2,000	Closed	-$107K	–	2215
2015 Q1	$107K	Sell	2,000 -55	-3%	-$2.76K	﹤0.01%	1541
2014 Q4	$94K	Sell	2,055 -210	-9%	-$11.4K	﹤0.01%	1583
2014 Q3	$151K	Sell	2,265 -774	-25%	-$51.2K	﹤0.01%	1221
2014 Q2	$188K	Buy	+3,039	New	+$186K	﹤0.01%	1063

Other funds holding MEOH

MGP

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

DMIC

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Creative Planning's MEOH Position: Q1 2026 in Review

Creative Planning opened a new position in Methanex (MEOH) in Q1 2026: 4,412 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #3524 among its holdings. This is a return to the name: Creative Planning previously reported a position in MEOH as recently as Q2 2017.

Creative Planning first reported a position in MEOH in Q2 2014 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold MEOH as of Q1 2026.

Creative Planning held 4,412 shares of Methanex worth $263K as of Q1 2026.
Methanex was a new Creative Planning position in Q1 2026.
Methanex made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3524 holding.
Creative Planning first reported a position in Methanex in Q2 2014 and has held it in 13 quarters since.
211 funds tracked by Wall St. Rank held Methanex as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.